Portfolio

Fighting among Democratic lawmakers over proposed hikes in individual and capital gains taxes is intensifying, creating more questions and opportunities for advisors.

Even professionals such as accountants and attorneys who may serve as trustees are unaware of the numerous risks that life insurance policies carry.

Using private placement life insurance to avoid taxes is getting more popular, some financial advisors say.

It's the second time in a year that the SEC has scrutinized green and socially conscious labels.

Brokerages that want to hire someone with a checkered past have to undergo a “consultation” with the watchdog and may have to try to renew their memberships.

SmartAsset looked at nearly 11,000 financial advisory firms that are registered with the SEC and headquartered in the U.S.

Some funds touting their environmental and socially responsible investments may be exaggerating.

Feedback could inform a rule impacting how fintech startups and traditional wealth management firms use technology to engage retail investors.

As more and more employees gear up to leave their jobs in a post-pandemic hiring frenzy, economists fear the issue will only get worse.

New survey finds that investors are concentrating on long-term planning, but plans vary widely on when — or if — they will be able to retire.