Portfolio

Does holding a CFP, ChFC or CFA correlate to better client service? At last, hard evidence shows that clients do better with designated planners.

Harvesting losses to write off taxable gains is one strategy to address the Trump administration's plan to scrap the 3.8% net investment income surtax.

Commissions-based compensation models are losing ground to fee-based ones. But for broker-dealers, the switch isn’t something to be entered into lightly, Michael Kitces writes.

Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.

Trend-following investors have been slow to the low volatility pool as analysts warn its advance may be unsustainable.

The series of deals leading to a $20 billion investment in an upcoming infrastructure fund managed by the firm raise concerns about conflicts of interest.

These banks provide senior-friendly accounts to older customers and offer them rewards such as no-fee checking accounts that earn interest.

The wirehouse and other firms aim to cultivate a new crop of tech-savvy FAs.

The firm picked up teams from Merrill Lynch and Wells Fargo.

Compliance may ring up some $2 billion in costs, restricting everything from research budgets to high-speed trading and dealing in wheat and oil.