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Abigail Johnson has climbed the ranks of Fidelity Investments, the company started by her grandfather in 1946, over more than 25 years, starting as a stock analyst and working her way through almost every major division.

Clarity and even-handedness go a long way during a time when clients may especially need advice, say advisors who have grappled with warring spouses and matrimonial lawyers.

Mobile apps have become center-pieces of many businesses the last few years, but asset management companies have been slower to catch on.

Clients don’t think of themselves as average, and human advisors are best equipped to customize and personalize their solutions, advisors and industry experts say.

Data backup may not be the most interesting part of an advisor’s role, but they must make the necessary measures a top priority, compliance and security officers say.

Professionals or any high-net-worth clients who might face lawsuits can often benefit from setting up overseas trusts, a meaningful deterrent when overzealous plaintiffs come knocking at the door.

A positive online presence is crucial to the success of an advisor’s reputation.

Pimco may have begun to unwind some of Bill Gross’s market bets, according to changes in holdings data from the world’s largest bond mutual fund.

When it comes to compliance, do-it-yourselfers must build policies and procedures that can protect the firm. But as practices grow, seeking outside assistance may be necessary.

Should fund companies rethink the ways they measure risk? Amid a rush into alternatives, will fund providers be introducing many more long/short or multifactor products? Money Management Executive put those questions and many more to Aye Soe, senior director for global research and design at S& P Dow Jones Indices, to get her assessment of how the fund industry environment is changing.

Everyone on staff should know how to handle sensitive client information, making it possible for them to be responsive, but not nosy.

Bill Gross’s Janus Global Unconstrained Bond Fund received $66.4 million in client deposits in September, the month Gross announced he was leaving Pimco to join Janus Capital Group Inc.

As hackers and scam artists become more sophisticated, screening for scams can be difficult. Advisors must understand the top threats to client data and what might happen in the event of a breach.

What were the takeaways at the Investment Company Institute's 2014 Tax and Accounting Conference in Phoenix last week? We put the spotlight on key regulatory and operation issues impacting the asset management industry.

Lawyers who regularly represent disgruntled clients who make allegations against financial advisors offer reassurance to the vast majority in the industry. Keep the big picture in mind and recognize that only a tiny fraction of financial advisors get sued, they say.

Bill Gross's departure from the firm he founded raises questions for asset managers on whether having a big name at the top of a fund is the right approach when marketing to advisors and investors.

Advisors should keep abreast of what their employees post on social media, but also recognize that notions of appropriate online commentary vary among generations.

Security experts recommend advisors use not only passwords, but a more stringent form of verification, known as “two-factor authentication,” for logging into every device and into every data collection system they control.

Here are five tips to help advisory firms comply with and go beyond SEC email requirements.

Mohamed El-Erian, who quit Pacific Investment Management in January amid reports of clashes with Bill Gross, said he was surprised by the events surrounding the departure of the star bond manager last week.