Portfolio

Over time, many couples end up in increasingly unequal roles when it comes to managing their money, simply because one partner defers to another, according to an expert at the CFP Board's Academic Research Colloquium.

Anticipating volatility and its implications could make a big difference.

An advisor who is a former ballplayer set ambitious goals for 2021 with an alternate take on the hybrid strategy.

Finance professor Tom Warschauer calls on the academic research community to improve communication and further understanding of clients' behavior.

Seniors who reach the age of 65 and are in good health have the option of opening a Medicare medical savings account.

Growth funds have performed best over the past decade, outpacing value funds.

Financial Planning Review will represent "an interdisciplinary approach," according to the journal's executive editor.

So-called stable coins may be the “key to unlocking widespread adoption,” a virtual currency founder says.

The Raymond James affiliated firm has been aggressively recruiting from wirehouses in recent months.

YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.