Investments

Fixed-income exchange-traded funds have made big strides in asset gathering over the past five years, rising from $53.7 billion in 2008 to $229.1 billion by March of 2013, according to Lipper.

WisdomTree Investments, an ETF sponsor and asset manager, reported net income of $7.9 million for the first quarter of 2013, up seven times from the year ago quarter and 50% from the fourth quarter of 2012.

As global growth slows, emerging markets economies are catching up. And the result is a global paradigm shift of historical proportions.

From the ball field to Sunday service, BNA's Mike Alef is an Everyman figure in the world of financial planning.

Julie Castle, COO of the wealth management unit of Zions Bancorp., says her firm is primed for a growth spurt. "We could be 10 times the size we are today with 5 to 7 years," she says of the firm's projected AUM.

Starting holistic planning earlier will help preserve boomers' wealth

Large banks need to provide better information on these complex securities sold to the wealthy, regulator says.

Unfettered interest in fixed income has persisted, despite the reality that interest rates will rise.

David Tyrie, managing director and head of personal wealth and retirement for Bank of America Merrill Lynch, discusses his 26 years in the securities business.

Sentiment climbs, buoyed by big increases in retirement planning activity and fees.

Planner Rich Arzaga believes individually owned property is key to a diversified portfolio. Just don't get him started on home ownership.

Some nontraditional investments can provide valuable diversification in a portfolio. But choose wisely.

The stock market has been more erratic in recent years - but not as much as you might think.

While the planning profession has evolved considerably, there is still work to be done.

For the head of Ameriprise Financial's Personal Advisors Group, the ultimate compliment is to have a client turn to his planner in time of crisis.

Perfect timing helped Baron Real Estate's Jeff Kolitch launch the fund with a bang. The next steps are trickier.

As the housing market rebounds, advisors face new challenges - and many new opportunities

For ETF investors, a focus on the broad, diversified asset classes has been paying off.

Real estate investing is not for everyone - but for interested clients, a good planner can make all the difference.

WisdomTree Investments, an ETF sponsor and asset manager, reported net income of $7.9 million for the first quarter of 2013, up seven times from the year ago quarter and 50% from the fourth quarter of 2012.