Portfolio

The high-tech clients of financial advisor Laura Pedroncelli, of First Tech Federal Credit Union in Sonoma, Calif., are focused on their careers and willing to outsource their investments-and as a group, they're not very tolerant of risk.

Advisors have to walk a tightrope when retired clients show signs of dementia. How do you follow your clients' wishes and also do what's best for them when those two things begin to diverge?

As America grows older, advisors shift practices from accumulating wealth to generating income.

Credit conditions in China warrant special attention in light of the country's considerable size and systemic importance to the global economy.

The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud.

10 tips to prevent the missteps that cannot always be repaired after the client's death.

Anthony DeChellis, Credit Suisse's CEO of Private Banking Americas, has big plans for hiring and expanding assets.

Planner confidence gaining, assets shift further into equities from cash

Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.

A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble?