Portfolio

Prices that reached an almost seven-month high in June have now dropped for five straight weeks, the longest slump this year.

Advisers need to plan their nonprofit work as carefully as the rest of their business.

Although traditional IRAs offer upfront tax deductions, clients will have to pay taxes later in life when they likely will be in a higher tax bracket.

The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.

The influence of index and ETFs is growing, but it's not destabilizing yet.

The firm isn't the only one benefiting from a still strong breakaway movement.

East Capital’s founder says investors struggling to demonstrate value in the face of competition from ETFs should take a lesson from investing in Russia.

Data reported by the Investment Company Institute.

July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.

By applying these tactics to their practices, planners can improve their finances, while also helping clients improve theirs, according to columnist John J. Bowen Jr.