Portfolio

From ultrarich to moderately wealthy, investors looking for outsized gains are being told to buy into the professional funds. There are risks.

There are now 17 participating schools to bring the program to students in more parts of the country.

Moscow's invasion of Ukraine is severely denting the fortunes of oligarchs at home and abroad.

Across the country, banks of all sizes are investing in the wealth business as a way to deepen customer relationships, capture recurring revenues and tap into a massive transfer of wealth from baby boomers to Generation X and millennials. A lot of money is up for grabs, but maybe not enough to go around.

The grandsons lost a bid to force Beverley Schottenstein to negotiate a FINRA award in her favor.

The narrative that you can bootstrap your way to wealth is seriously flawed.

Add war to inflation, the COVID-19 pandemic and other issues making 2022 a bumpy investment year.

To achieve a purpose-driven life after work, critical questions must be asked to seed difficult conversations.

Throughout Black History Month, Financial Planning has covered how the industry continues to confront its diversity issues while acknowledging all of the work that still needs to be done.

Here's what wealthy investors and their advisors need to know.