Portfolio

The fund’s losses stem from bearish wagers on global interest rates, according to a person familiar with the matter.

The only remaining founder of GSO Capital has left to build a family office and find new opportunities to spend the wealth he’s amassed over 35 years.

After a year marred by huge legal fines, questions about succession planning and a deepening slump in share prices, CEO Sergio Ermotti unveiled a revitalized board and replaced wealth management co-head Martin Blessing.

“The big issue here is being able to maintain your standard of living,” an expert says.

While the agency has publicly detailed key focus areas, some planners still don't know how it evaluates firms.

Digital firms are launching platforms to cater to faith-based investors.

A financial planner serving entrepreneurs decided to become an entrepreneur himself.

At her new OSJ, Laura LaTourette is teaming up with fellow influential planner Marci Bair to help educate allies and create more avenues for reps to meet.

Some see a potential cure in a practice that’s commonplace from Italy to the U.K., but banned in the U.S.

The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.