Portfolio

Here are a few of the hard-fought mistakes planners say they've made, and the ensuing lessons they've learned.

President Barack Obama sent a $4 trillion budget blueprint to Congress that would raise taxes on corporations and the nation’s top earners, fund major investments in infrastructure and education and stabilize, but not eliminate, the annual U.S. budget deficit.

With gas prices declining, clients should rebalance and consider adding energy stocks to their portfolio as a way to buy low and increase stability to their portfolio.

The ongoing, rapid growth of ETFs begs a question: is it sustainable, or will the market soon find itself in a bubble? A new global report on the ETF industry says there is little to stop its momentum.

DoubleLine Capital, the bond firm co-founded by Jeffrey Gundlach, attracted its biggest monthly subscriptions ever last month after beating peers in 2014.

Though the mutual fund provider will have a majority ownership in eMoney, the company will remain independent.

Advisors say clients have been increasingly nervous about investing internationally.

Wells Fargo enticed away a $700 million team from Morgan Stanley. But Wells Fargo wasn't the only winner in the battle for top talent. See these and all the latest recruiting moves in our latest recruiting roundup.

The big leadership issues facing executives in the asset management industry have multiplied in just a year, one reason why attendees at the upcoming NICSA Strategic Leadership Forum in Hollywood, Fla., might be hard-pressed to agree on a common concern.

Net new AUM is a "high-quality reality check," said Paul West of Carson Wealth Management.