Portfolio

Comparables, such as multiples of revenue or cash flow, may not be most important because they could mean an oversimplified valuation.

The human touch is still needed in the foreseeable future because advisors can approach complex situations with customized solutions, says one MIT professor.

Newly appointed CFO has 18 years of industry experience; replaces Dan Arnold.

Shortfalls in contributions have prompted many public pension plans to take enormous investment risks to increase their returns; Plus, two retirement plan options for entrepreneurs and self-employed clients.

Vanguard has joined the fight against a plan by the Financial Stability Board to identify too-big-to-fail investment funds, calling its proposal deeply flawed.

A top lawyer for the industry regulator says it would be happy to help after a congressman calls on the agency to assume advisor exams.

How one bank reinvested in its online banking channel, after devoting much of its attention to its mobile apps over the past few years.

You wouldn't advise clients to use outdated technology--be just as diligent on their paperwork.

With the right buying and selling strategy, your clients can convert interest income into capital gains and slash their tax bills.

Potential rate increases are keeping income investors skittish. Here's how to deliver smart strategy and informed advice.