Portfolio

Judging by a recent survey, reports of the classic investment strategy's "death" are greatly exaggerated.

Two RIA acquisitions added $7.7 billion in client assets to the Toronto-based firm's U.S. platform in Q2.

Devoting an ETF to a single bond may not just be a gimmick. It could solve a lot of the problems with bond trading, writes Jared Dillian.

The Financial Planning Association has begun a multi-year effort to legally protect financial planners' titles.

Officials say the additional information would help agencies gain a better understanding of the industry's potential as a source of systemic risk.

A little-noticed change to "overflow" money will push down customers' yields at a time of rapidly rising interest rates — unless they opt out.

An ex-Woodbury Financial advisor faces 10 felony counts as the industry and regulators keep working on getting better at detecting and preventing scams.

Studies show that the market has created a "Goldilocks" moment for alternatives. But technology and the industry need to work together to get it "just right."

Reformers and supporters of the existing system are already lining up on either side of the fight as the regulator follows up on its pledges to pursue changes.

The Vanguard Total Bond Market ETF, worth roughly $83.8 billion in assets, is now the biggest bond ETF in the world.