Portfolio

The startup's software could make basic planning available to a much broader audience than the industry currently serves.

Pacific Investment Management, seeking to stem redemptions after its co-founder Bill Gross left unexpectedly, was dropped as manager of a $6.16 billion strategy offered by a unit of Prudential Financial.

Want to insulate your firm from future crises? A few moves look sure to offer a payoff whether equities soar, plunge or just muddle along.

Looking for possible investments for the next market decline? Here are the top 10 funds based on how they performed during the last sustained bear market; specifically from October 2007 to March 2009.

Janus Capital is making waves in 2014 as it tries to climb toward the top of the asset management industry mountain.

Millennials feel guilty about this common financial decision—but they shouldn't; How is Partners Group solving the 401(k) puzzle?; How to fund retirement with your life insurance

BlackRock, the world’s biggest money manager, cut fees on certain share classes of three fixed- income funds as the departure of Bill Gross from Pacific Investment Management is sending billions of dollars to competing firms.

Convergent CEO David Zier's death followed inquiries into his management of an outside fund, according to Chairman Steve Lockshin.

When cash, commodities and other assets stumble, it is tempting to eliminate them from a portfolio. Run the numbers first, though.

Strong details and carefully executed plans make for a positive transition.