Portfolio

As the first woman executive at Carson Group, Teri Shepherd made it a priority to increase the number of women advisors at the firm.

After weathering the industry’s upheaval in the financial crisis, Adam Merino now co-leads a team serving about 35 ultrahigh-net worth families.

Benefits are based on how much someone earns in their top 35 working years. So if there are fewer years in someone's career, their monthly retirement checks will be lower. Check out the other reasons clients could receive less.

The industry research organization LIMRA sees reasons for optimism despite flat overall sales figures in the first quarter.

As FS Investments' chief U.S. economist, Lara Rhame mentors four women at the firm, meeting regularly to discuss their professional and personal goals.

Nicole Christians joined Merrill Lynch as an intern and never looked back.

A new survey finds that three-quarters of baby boomers expect to postpone retirement due to a unrealistic expectations of medical expenses, among other reasons.

When clients are too focused on returns, bring the discussion back to expenses.

Advisors like the above-average returns and lower cost. But factor investing isn't risk free.

Venu Krishnamurthy will join the asset management giant as it intensifies efforts to recalibrate its organization and product offerings for a digital era.