Portfolio

Allowing for "give" to cover future imponderables protects donors and beneficiaries alike, writes a trusts and estates attorney.

In a decision that left out the details of alleged discrimination and tensions within the firm, a FINRA arbitration panel granted the broker's expungement request.

Stocks and bonds may start moving in opposite directions this year, after both tumbling and challenging the validity of the 60/40 portfolio.

For the wealth management industry, 2022 was a historically difficult year. How will advisors bounce back in 2023?

From professional goals to personal objectives, it's time for a change.

Portfolio reviews and retirement contributions are at the top of to-do lists of Morningstar, AARP and industry groups.

From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.

Most investors had a lousy year, but these funds weathered markets jolted by significant economic and geopolitical turmoil.

Wealthy retirees seem to have scored big in Congress' sweeping year-end spending package.

A BNY Mellon Wealth Management and Campden Wealth analysis says while the next generation is ready for succession in the family enterprise, family offices don't think they're ready.