Portfolio

For clients who crave consistency and aren’t trying to blow the doors off, these funds are worth a look.

More than half of active equity products have beaten their benchmark indexes in the first quarter, JPMorgan Chase data show.

A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.

Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.

Planners using the latest digital tools report higher AUM than their colleagues, Fidelity says.

June 19: ETFs, industry experts say, are being boosted by adoption of new technology, product innovation and regulatory changes.

Retirees who retire before 65 and want to reduce their premiums are advised to keep their taxable income between $12,060 and $48,240 (for singles) or $16,240 and $64,960 (married couples).

Data reported by the Investment Company Institute.

Advisers face fewer choices for clients as both the rule and SEC enforcement roil the market.

Even as the board seeks stricter fiduciary rules, there are concerns about loopholes on conflicts and commissions.