Portfolio

The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud.

10 tips to prevent the missteps that cannot always be repaired after the client's death.

Anthony DeChellis, Credit Suisse's CEO of Private Banking Americas, has big plans for hiring and expanding assets.

Planner confidence gaining, assets shift further into equities from cash

Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.

A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble?

As the case against Brooke Astor's son illustrated, even clients with reputable advisors can be vulnerable to predators.

A catalog of some of the nation's top planning schools is a resource for both planners-to-be and today's advisors

Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well.

Living abroad seems like an inexpensive option for some prospective retirees, but there are many issues to consider.