Portfolio

An ETF expert suggests active management is the key to success in the current environment.

At least $20 trillion of new financial wealth will be created over the next five years.

The side effect of index reconstitution is well documented.

The banker was accused of directing a scheme that tacked hidden fees onto billions of dollars’ worth of trades by sovereign funds and other investors.

Advisors recommended that clients sell positions in complex structured products to rack up fees, says the regulator.

While Raymond James and Stifel are on hiring sprees, Wells Fargo is still losing talent.

Scrutinizing recent performance isn’t a recipe for long-term investment success.

In light of recent losses, risk models will tell managers to cut their exposure to the factor, which could cause a systematic sell-off.

Can an RIA take the first bite of the apple when it comes to a dually registered rep’s brokerage commissions?

The service offers some do’s and don’ts for taxpayers who get a frightening envelope.