Portfolio

One sector flips a truism for dividend investing. See some of the ETFs that let you invest in it.

A wealth manager has been hit with 14 customer disputes since entering the industry in 2005, FINRA records show.

Clients need to know the facts when offered a lump-sum payment for trading in their pensions; Plus, seven questions to ask before buying a qualified longevity annuity contract.

Planners are demanding more sophisticated tools and vendors are responding. Here are the top takeaways from this year's Technology Tools for Today Conference.

Online competitors like Wealthfront and Betterment are taking issue with Schwab's characterization of its automated investment service as cheaper, better and not just skewed to millennial investors.

The U.S. has a record 10.1 million millionaire households, a Spectrem Group study shows.

The divide within the financial industry creates confusion that ultimately puts the financial security of everyday consumers at risk, write NAPFA execs Dave O'Brien and Geoffrey Brown.

MainStay Marketfield was supplanted as the largest alternative mutual fund after assets dropped to $7.3 billion as of Feb. 28 from more than $21 billion a year earlier, according to data from Chicago-based Morningstar Inc. The $8.1 billion Gateway Fund now holds the distinction.

Tax season isn't supposed to be fun. But if your civic duty feels extra unpleasant this year, you're not imagining things. Here are four reasons this tax season really is the worst.

It's 'not what I would consider to be planning,' said RCS Capital CEO Michael Weil during a Citi Asset Management Investors Conference in New York.