Portfolio

As global growth slows, emerging markets economies are catching up. And the result is a global paradigm shift of historical proportions.

From the ball field to Sunday service, BNA's Mike Alef is an Everyman figure in the world of financial planning.

Julie Castle, COO of the wealth management unit of Zions Bancorp., says her firm is primed for a growth spurt. "We could be 10 times the size we are today with 5 to 7 years," she says of the firm's projected AUM.

Starting holistic planning earlier will help preserve boomers' wealth

Large banks need to provide better information on these complex securities sold to the wealthy, regulator says.

Unfettered interest in fixed income has persisted, despite the reality that interest rates will rise.

David Tyrie, managing director and head of personal wealth and retirement for Bank of America Merrill Lynch, discusses his 26 years in the securities business.

Sentiment climbs, buoyed by big increases in retirement planning activity and fees.

A dearth of suitable candidates is putting a strain on growing firms - and sharply boosting the price tag for top advisors.

Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don't get him started on home ownership.