Portfolio

The giant investment bank announced cuts across the board, but its reported sparing of financial advisors suggests that wealth careers may be recession-proof in 2023.

Planners warn that clients still need financial education to understand the ins-and-outs of new plans.

Independent financial advisors and wealth management firms are finding methods of collaborating more closely with professionals from other fields.

Super-rich investors find energy the most attractive of all investment categories.

Publicly traded companies exposed to the "crypto winter" and the collapse of FTX or other digital-asset companies might have to disclose those details to investors under new guidance from the Securities and Exchange Commission.

Plus, fresh tech from Raymond James and why HNW investors are still excited about digital assets.

The billionaire investor claims Jenica Paulson knew all along about trusts she alleges he used to conceal assets.

For one financial planner, a client's behavior surfaces questions of marital trust and possibly a gambling addiction. Is it time for outside help?

The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says.

Bradley Goodbred allegedly defrauded a widow in her 90s through a real estate investment scheme, the latest example of a rising number of scams targeting seniors.