Portfolio

One custodian is testing the technology in its marketing efforts and anticipates its advisors may — eventually — decide to follow.

As director of AllianceBernstein’s emerging markets debt strategies, Shamaila Khan oversees the management of the platform’s portfolios.

As chief research strategist and portfolio manager at AlphaSimplex, Kathryn Kaminski is involved in the oversight of $6 billion in investment products.

With an eye on a future sale, the $48B RIA wants to build enterprise value.

Amid all available career paths, “I think [asset management] just found me," said Julie Genjac, managing director of strategic markets at Hartford Funds.

Michael Arougheti says the move his firm took last year has already boosted stock liquidity and expects it will lure more investors to alternatives.

A 67-year-old wife collecting spousal benefits will be better off waiting until 70 before shifting to her own retirement benefit if she remains healthy, according to this Q&A article.

Advisors share their tips to avoid the frenzy over Slack, Uber and the next big thing.

Independent Financial Partners aspires to be a “very, very small agent for change.”

It's vital that planners recognize how women's planning needs are different from men's — while being careful not to lump them into a singular group.