Portfolio

Household wealth in the U.S. increased from October through December by the most in a year as stock prices advanced to an all-time high at the end of 2014.

A forced convalescence impels a top wealth management executive to practice some fundamental principles that he was usually too busy to perform.

This week's highlights includes how competition is forcing ETF providers to cut fees on products; research on how corporate bond ETFs can help institutional investors manage investment flows; and Chinese demand for portfolio managers.

WisdomTree Investments has gained 33% this year, driven by the success of two exchange-traded funds that let investors buy European and Japanese stocks while avoiding the decline in the currencies.

This is the beginning of a relationship, so the process should more closely resemble a courtship begun on eHarmony than a purchase made via Craigslist.

Behind the scenes, tension was building in the executive suite, according to insiders. And Moore's departure appears to have been the result of an internal rivalry with the man who replaced him as president.

How taxes should affect an investor’s asset allocation; Plus, how changes to IRA and 401(k) plan rules can help clients to save on taxes.

Why Congress needs to stop Medicare from lowering the fees paid to physicians; Plus, a study that says that many workers could see cuts in pension benefits.

A recovering economy has all but stopped talk about loan growth. Instead, bankers are now getting grilled about deposit gathering, dealmaking and, in some instances, how they are dealing with slumping energy prices.

For the third consecutive year in 2014, JPMorgan attracted more net new money to its actively managed equity funds than any of its U.S. mutual fund competitors. In a year in which larger rivals such as Fidelity and American Funds suffered redemptions from active stock funds, it gained $18.3 billion.