Portfolio

Now is a perfect time to consider their sensitivity and, if necessary, to protect against extended bouts of high inflation.

Facing a growing number of rivals in the independent channel, the wirehouse is boosting the compensation rate for more than 3,000 reps.

The countdown to the end of the year always comes with gobs of generic tax advice. Maximize 401(k) contributions. Deplete flexible savings accounts. Lock in stock losses to offset capital gains.

Advisors should know the roles each plays in digital asset management.

Investors should ask whether the growing ESG trend and the green energy sector's stock losses this year presents a buying opportunity, writes Earl Carr.

Some worry the complex financial products are being pushed to investors who don’t fully understand the risks.

Amid rising criticism of bans on court filings in wealth management, the firms’ customer agreements are getting as much scrutiny as those of brokerage firms.

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

None of the leading 20 funds with a 50% to 70% equity allocation beat the gains of broader stock indexes over the past 10 years.

American Friends’ new database joins the expanding research and products on the marketplace, which experts say is at $17 trillion in assets — with room to grow.