Portfolio

A nuanced look at how U.S. equities performed under both presidents relative to historical averages and international markets. The answers weren't what we expected.

The move marks the firm's second hire in the past week.

The legislation, opposed by most major asset managers, would repeal a requirement that the riskiest funds allow share value fluctuations.

While the stock market remains strong, clients should stress-test their portfolios and ensure that they reflect their risk tolerance levels.

From San Francisco to Dallas, here's a look at the 10 top housing markets where homes sell above the asking price.

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

Cornerstone Capital founder Erika Karp says sustainable investing can "repair" capitalism and predicts it will become mainstream in the future.

Consolidators are doubling and tripling RIAs' five-year performance.

Following the cryptocurrency's recent decline, a new fund will accept virtual coinage for investment in private companies.

Wealth management has “only increased in relevance as it’s continued to grow,” CFO Jon Pruzan said.