Portfolio

Defined-maturity funds offer traditional fixed-income interest payments.

Almost four in 10 borrowers are under the age of 30, according to data from the Federal Reserve Bank of New York.

A client's retirement savings depends on four key factors, says the leading RIA executive.

An ex-client accused the firm of misconduct, including disbursing funds to her former spouse from a restricted account without her knowledge or authorization.

The firm's chief has led growth to an expected $1 billion in revenue this year from $7 million in 1998 when she joined. It's a matter of embracing the sector's evolution, she says.

The 18-month-old Sanctuary Wealth caters to breakaways but is also open to independent advisors as well, CEO Jim Dickson says.

Investors plowed into bullion-backed funds after the U.S. and China reached a truce in their trade war.

A successful recruiting strategy isn't enough to keep a financial planner put.

The combined AUM of the top 10 companies has soared by 60% to more than $770 billion over the past five years.

The property should allow them to live close to their loved ones and fit their financial plan, according to a CFP.