Portfolio

These eye-popping returns didn’t come cheap. Expense ratios averaged more than 1% and went as high as 158 basis points.

Variable products suffered their worst quarter in two decades, while fixed contracts also declined.

A new body of research suggests an ideal retirement-planning approach may exist — but buyer beware.

The firm would not comment on the cause.

Advisors must understand the unique challenges presented by these companies.

A 10-fold return has made the cryptocurrency hard to ignore — even as experts warn about risks.

The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.

Investors would be required to sell the shares they purchase first, which often is the lot that has the most gains and thus generates the bigger tax hit.

Analysts are worried that flows to passive funds may create lockstep moves between shares, distorting the market.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.