Portfolio

Bank of America has plans to expand the self-directed platform’s reach even further.

Owning a horse can be a longer and bigger financial commitment than other pets (or raising kids).

Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.

Tax cuts and other policies have stirred a stronger economy, but these results could mean vulnerable financial markets in the foreseeable future.

Startups are applying AI and big data to determine how advisory clients make investment decisions in real time.

Lehman Brothers had collapsed. Panic, instability and a recession followed. Ten years later, the lessons from that era echo even more resoundingly.

Times are good for RIAs, but a new study suggests firms should be monitoring fees more closely.

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

Worried about rapid transformation in the industry? It may be easier to evolve than you think.

The deal with the family-run independent insurance firm followed record sales in fixed-index annuities.