Portfolio

J.P. Morgan Asset Management has launched a new communications program designed to deliver a simplified explanation of its SmartRetirement series of target date funds. The new program will feature animation, infographics and simpler terminology.

Brokers who hold investors’ assets will have to file quarterly reports attesting to compliance with measures toprotect customer money and securities under rules adopted by the U.S. Securities and Exchange Commission.

A new poll indicates that more men than women may be willing to hire women as their financial planners.

Susan Bradley, founder of the Sudden Money Institute, discusses how advisors can best work with clients who win the lottery or inherit a large sum.

Firms scale their U.S. operations in hopes of netting the coveted ultra-wealthy international client.

Emerging market funds are battered, but there's a strong argument for staying the course.

Compared to their foreign peers, U.S. investors are skittish on emerging markets. Here's why some think they're missing the boat.

A run-down of the stories in this issue, which focuses on global strategy and taking advantage of emerging markets.

Plunge in risk tolerance and jump in cash sends index down for 2nd straight month.

Mark Tibergien, CEO of Pershing Advisor Solutions, wants to custody more client assets. Here's what he's offering in return.