Portfolio

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.

Although the federal penalty was axed for those who failed to register for a plan, some states will continue to impose the coverage mandates.

Successful deals are generating a high degree of confidence in the M&A market.

Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.

The bank is an aggressive recruiter of HNW and UHNW talent.

The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.

A recent study found American workers would face better retirement prospects if the federal government adopts certain public policy changes.

The changes come a month after she was named CEO of the bank’s newly formed wealth management unit.

The firm's chief Eric Clarke says there are multiple suitors.