Portfolio

Harold Hamm, the founder of Continental Resources, will pass a stake of his company worth $2.3 billion to each of his five children.

Bloomberg data shows that 50 new ETFs have already launched in 2022, up from 38 at this point last year.

A former Chase bank-based financial advisor won the arbitration award as critics say giant brokerages abuse U5 termination disclosures.

As more investors look to make portfolio allocations based on their values, we explore what ESG ratings can do — and what they can't.

Rich investors with sizable business losses are caught in pandemic tax hell amid IRS delays.

In the first full year with the rules, the regulator found multiple areas where firms are missing the mark.

With a track record of nearly 40 years, the first Black-owned money manager is unveiling new collaborations and getting praise from members of Congress.

The Goldman Sachs Partner Family Office, led by Lisa Opoku, will offer Goldman executives and alums the same suite of wealth management services provided to clients.

Board members and executives from FSI share updates on its legislative agenda, their thoughts on private equity investing and insights into other key industry topics.

The former chief global strategist and head of emerging markets for Morgan Stanley Investment Management will soon take over as managing director and chairman of Rockefeller Capital’s international unit