Portfolio

Susan Bradley, founder of the Sudden Money Institute, discusses how advisors can best work with clients who win the lottery or inherit a large sum.

Firms scale their U.S. operations in hopes of netting the coveted ultra-wealthy international client.

Emerging market funds are battered, but there's a strong argument for staying the course.

Compared to their foreign peers, U.S. investors are skittish on emerging markets. Here's why some think they're missing the boat.

A run-down of the stories in this issue, which focuses on global strategy and taking advantage of emerging markets.

Plunge in risk tolerance and jump in cash sends index down for 2nd straight month.

Mark Tibergien, CEO of Pershing Advisor Solutions, wants to custody more client assets. Here's what he's offering in return.

Wheaton Wealth Partners reaches out to clients by "mind mapping" their emotional priorities first, then developing a plan and a portfolio.

Advisors can use a focus on payout increases to create handsome total returns for their clients.

The markets have good years and bad years, but the impact on a client's investments depends on the timing.