Portfolio

While his views are not universally accepted, the question of whether you can successfully time smart beta is likely to get bigger as the ETFs proliferate.

The money manager is betting on a yuan-denominated note rally in the second half of 2017 and that foreign-investor interest could double in five years.

The standard deduction is the best tax strategy for many seniors, but if they had significant health care costs last year, itemizing could save them some money.

A seventh straight day of gains marks the S&P 500's longest run since 2013.

The recruit joined the bank’s private wealth management division after 14 years with the wirehouse.

There are more CFPs over 70 than there are under 30. The board's Center for Financial Planning looks to fix that with new diversity and internship initiatives.

Finhabits is billed as the industry's first bilingual digital platform.

With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.

Reflecting industry concern with Department of Labor rule requirements, the firm dubbed the platform as a "One-Click Fiduciary."

Flow Traders made a profit every trading day last year as the company increased the value of its trades in both Europe and the U.S. by more than 10%.