Portfolio

Frequent traders use the tools with individual stocks, but planners advise caution for many clients.

ETFs in the U.S. reached a $2 trillion dollar milestone in December, demonstrating the product’s surge in popularity. Here are the year's 10 best performers.

Pershing's failures "exposed customer funds and securities to risk," according to FINRA.

Investors today want profits to be achieved with attention to the environment, society, workers, customers and a variety of other stakeholders. Companies that ignore this big picture will be punished in the market.

States and local governments boosted debt sales to $43.7 billion so far in December, the highest monthly total in at least a year.

Stocks that have seen an increase in dividends for at least 25 straight years are the best stocks for retirees who want stability and consistency in their investments; Plus, using umbrella insurance to protect retirement assets from future liability lawsuits.

The recently enacted Tax Increase Prevention Act extends the provision that allows certain IRA owners to make tax-free distributions to charity, but the deadline is coming up.

Every advisor's experience is different. On Wall Street's popular Life Stories feature chronicles the experiences of advisors -- from their point of view.

A comparison of 'decision rules' with rebalancing suggests that advisors may not be giving one simple strategy the credit it deserves.

Ultrawealthy clients can be tough customers. One expert suggests a few ways to stay in their good graces.