Portfolio

Clients can expect investment returns through compounded growth as long as they don’t lose from a market downturn.

Opening the door to retail money comes with risks, including the danger of exposing financial neophytes with relatively limited savings to complex investments.

Sanctuary Wealth firms now have over $10 billion in client assets.

Well over half say they would back Sen. Elizabeth Warren’s plan to tax those with more than $50 million in assets, a survey finds.

There are dangerous misconceptions that can lead to financial hardships in retirement.

A team of Bank of America specialists help the superrich diversify with farms, ranches and other alternative investments.

Especially for couples in which one spouse retires early, savvy planning can translate into thousands of dollars in Social Security benefits.

The firm says it will focus the new funds on tech, demographics, urbanization, climate change and emerging global wealth.

How to know when you’ve reached that just-right size.

The “materiality of risks with not considering" the strategy is the primary consideration for its implementation, a UBS survey finds.