Portfolio

Amid the pandemic, staying informed about life insurance strategies with trusts and estates is critical.

Advisors scramble to help clients earn interest, but with rates set to rise in 2022, richer households could see their portfolios hit harder because of duration risk

In the wake of the regulator’s latest risk alert, compliance experts identify several steps advisors can take to stay clear of more cases and deficiencies.

Firms like J.P. Morgan Chase, Stash and M1 are aiming to serve clients with advice and new tools for all ages and income levels.

Net worth worldwide climbed more than $350 trillion from 2000 to 2020, and China accounted for nearly a third of the increase.

Donor-advised funds increased their donations to charities last year in response to the COVID-19 pandemic, hitting the biggest levels in over a decade.

A Canadian investment manager disclosed the price tag of its minority stake in one of the fastest growing RIA consolidators.

A nonprofit research group compiled a growing list of products amid the question of whether the deluge of information and resources will result in systemic change.

Automated investing services use misleading language in marketing materials and portfolio management is not meeting fiduciary requirements.

With no standard definition of what constitutes a socially responsible investment, the SEC is looking to police funds and protect investors.