Portfolio

In hindsight, Sam Bankman-Fried's April interview with Bloomberg's "Odd Lots" podcast was a harbinger of his epic collapse last week. He described a "box" that has value only because other people put money in it, and, when confronted with the idea that he described a Ponzi scheme, admitted there was a "depressing amount of validity" to that.

The Infrastructure Investment and Jobs Act provides billions in grants for state and local governments. The challenge now is how quickly and effectively they can spend it amid an inflation–fueled rising–rate environment.

Amid all the dour news of inflation and volatility, signs are emerging that investors see light at the end of the tunnel.

Pontera's Rory Berry and Facet Wealth's Patrick McKenna share what motivated them to enlist, and how that decision forever changed their lives.

Good news awaits investors once the Fed gets rising consumer prices under control.

Financial professionals do a good deal of sleuthing tracking down old retirement accounts for clients.

CapWealth Advisors founder Tim Pagliara said a federal jury sided with the firm because its clients had, in fact, paid lower overall fees on their mutual funds.

CI Financial Corp. outlined a plan to reduce debt and separate its US and Canadian businesses as the fund manager tries to rebuild investor confidence in its growth strategy.

It's more common for teams to seek partial independence through affiliation when they leave wirehouses, but Roy and David Gutierrez took around a decade to go all the way. Here's what advisors can learn from their approach.

Despite investors' anxieties, financial professionals rarely see political contests as reasons for big changes in portfolio strategies.