Portfolio

While much of the wealth management industry cautiously mulled over the potential impact of the fiduciary rule, digital-first firms were quick to celebrate.

Industry groups takes side on the newly issued fiduciary rule.

Why some industry experts say long-term interest rates may soon reach historic lows; plus, will change come to the Social Security windfall elimination provision?

Rep. Ann Wagner of Missouri called on Congress "to stop this ill-advised rule."

A rundown of the big numbers to watch surrounding the Department of Labor's newly announced fiduciary rule.

“A great win for the middle class," a proponent says, as others note the changes already occurring at planning firms.

Voices: The fiduciary rule is not complicated. If you don’t want the responsibility of being an advisor, don’t call yourself an advisor or imply you are one.

Since 2012, Bats jumped ahead of Nasdaq to become the second-biggest operator of U.S. stock exchanges and got into currency trading, the world's biggest asset class.

Misguided assumptions among emerging-market bears have created investment opportunities after years of disappointing returns for the asset class, a Capital Group manager says.

Readers are split over using Excel for financial planning. Some extol the simplicity of spreadsheets, others are firmly of the view that financial planning software is necessary for advisors to remain relevant.