Portfolio management

Procure Holdings’ intergalactic foray is part of a broader industrywide push into so-called thematic funds.

CEO Sergio Ermotti's base pay is 67% higher than the average at European banks.

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.

Fund companies could launch a new type of product that does not have to reveal its assets.

VanEck, Hartford Funds and DoubleLine are among the firms with executives being honored.

The famed investor recommends 90% large-cap U.S. stock and 10% short-term government bonds. Is it a crazy idea?

By scrapping the $100,000 requirement, the asset allocation tool becomes accessible to all of the firm's clients.

It’s crucial to know how much of a drawdown an investor can tolerate before panic sets in.

Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.

The deal to add ready-made packages of funds to the firm’s asset management arm is expected to close in the first half of the year.