Portfolio

Lord Abbett applied with the SEC to create an interfund lending facility, the second such move by a large money manager in the past week.

A potent mix of factors have created fertile conditions for elder financial abuse. Here's how advisors can better protect older clients from fraudsters.

Six years into a bull market, could a value tilt confer an advantage? Here's what the numbers say now.

Mergers and acquisitions can be critical for firm growth. Here’s how to be sure they’re successful.

Advisors should always be on the lookout for performance-boosting tools that will help grow their business. Here are five you should know about.

You can do good and do really well after all.

Seniors are increasingly vulnerable to financial abuse. Advisors have a growing role to play in helping stop it.

These products may offer better exposure and liquidity for your clients investing in the bond markets.

Whether a true believer or agnostic, your clients' politics could be worth a fortune.

Advisors with older clients should watch for these signs that a client may be in trouble.