Portfolio

Why does Vanguard expect so little from the market? The culprit, not surprisingly, is high valuations, Nir Kaissar writes.

With the burden on participants to figure it all out, it's no surprise that more often than not, they just give up, Alexis Leondis writes.

Beverley Schottenstein steps back into legal combat against her grandsons — two brothers — after a deal to hash out an agreement over their mishandling of her $80 million fell apart.

The PE-backed hybrid RIA is acquiring a practice with nine financial advisors managing $1.46 billion in client assets.

DAFs come with a potential upfront tax deduction, allowing newly empowered investors to consolidate their giving flows, writes Tom Brilli.

The four largest U.S. banks face investor pressure to deliver the returns of smaller rivals, but they complain that the federal deposit cap and capital rules make that difficult. So they're pouring money into wealth management, payments and digital banking to seize more market share in existing businesses and fend off nonbank challengers.

The co-founder of Edelman Financial Services will now dedicate his energy to his recently launched RIA Digital Assets Council.

Cardea Capital signs up for the technology just weeks after a rival attacked the fintech’s methodology and levied accusations of racism.

A state treasurer’s program in collaboration with the Ford Foundation has attracted 18 firms including UBS, BlackRock, Morgan Stanley, Citi and Goldman Sachs.

Some world’s wealthiest individuals paid little to no federal income taxes, IRS records show.