Portfolio

Three quarters of the firm’s 57 new recruits have come from the largest firms.

Jeffrey Sherman’s bond fund returned 14% on average over the last three years, besting 99% of all large-cap value funds tracked by Bloomberg.

Disaster survival tips from Texas-based advisor Rick Woolfolk, who is also a Civil Air Patrol representative for the U.S. Air Force.

Rates are likely to remain low, which will have a negative effect on retirees and older workers who are adjusting their portfolios in preparation for retirement.

Big banks north of the border are rapidly expanding their U.S. wealth divisions, competing with their stateside peers for higher-income clientele.

Payouts from advisory firms have reached nearly $80 million as the regulator targets excess fees.

It would be the first fund of its kind from the asset management giant. Plus; other launches.

While these funds often combine various asset classes, the firm’s offering will stay close to home — buying its own bond products.

The founders of today’s most successful advisory firms won’t change because of an “invisible scar,” says columnist Bob Veres.

Ensuring that a client's windfall today lasts longer than just tomorrow takes more than financial acumen, experts say.