Portfolio

After expanding into a $7 trillion industry, index funds are facing slower asset growth and declining fee revenue.

Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.

There are a lot of options — and potential missteps.

Harassment, belittling, defamation and crass comments plague advisors in the online public eye.

Morgan Stanley was dragged into the family spat as father and children fought a tug-of-war over two accounts held at the firm.

The $3 billion-plus RIA seeking scale via acquisitions.

The deal to add ready-made packages of funds to the firm’s asset management arm is expected to close in the first half of the year.

Outperformance has been driven in part by a push among investors to cut their tax bills after new limits were set on state and local deductions.

Evidence-based portfolios have been a bust over the last decade, and they may become a tough sell for the average investor.

The regulator is looking into whether brokers made appropriate share class recommendations for the plans as a result of the new law.