Portfolio

Use these practice management approaches to give yourself an edge over the competition and help you attract ideal clients for years to come.

Clients of advisors who custody with Fidelity will have free access to LearnVest's "financial wellness" educational content.

Calling it a good investment, Northwestern Mutual completed its $2.7 billion sale of asset manager Russell Investments to the London Stock Exchange Group after 15 years of ownership.

When Debra Wetherby started her investment advisory firm in 1990, she was 32, just married and had less than $50,000 of capital.

It's impossible to put clients first if advisors offer subpar advice, or ignore the government program altogether.

The SEC's changes in July to Rule 2a-7 governing money market funds may be simple in concept - but they will require significant changes in fund operations. Fund transfer agents and other service providers must significantly reengineer their processes to comply with the new rules between now and 2016, when the most significant changes take effect.

Some retirees regret past decisions based on greed, others for tinkering too much with their portfolios or keeping too much cash on hand; Plus, how to max out Social Security benefits.

Corporate bond sales worldwide are poised to set an annual record as soon as this week as companies lock in borrowing costs that forecasters say are bound to rise. Amazon.com., Volkswagen and Alibaba have propelled offerings to $3.96 trillion this year, about $7 billion short of the peak of $3.97 trillion in 2012.

Wealth management profit increased 41% to C$285 million from a year ago as fee-based client assets rose, while insurance more than doubled to C$256 million.

A new UBS/Wealth-X report reveals where the ultrahigh-net live, how they made their money and what they need now.