Portfolio

The CFP Board announced this week that it's shortening its CFP certification exam and transitioning to a computer-based testing platform.

Month after month, JPMorgan Chase endures negative headlines — this week came the announcement that the bank is paying $2.6 billion to settle allegations related to Bernard Madoff's Ponzi scheme — yet investment analysts remain bullish on its stock.

New York Attorney General Eric Schneiderman said the probe that led to his settlement with BlackRock Inc. over analyst surveys is looking at brokerage firms and individuals who provided nonpublic information that could have been used to trade.

U.S. stocks fluctuated as investors scrutinized data showing a slowdown in jobs growth for clues on the pace of Federal Reserve stimulus cuts.

Municipal bond mutual funds recorded their lightest outflows since May 22—when they last registered inflows. But money still flowed from funds for a 33rd straight week, Lipper FMI numbers showed.

Contrary to popular belief, there are some tech stocks that offer dividends for a client portfolio. Here are a few ways to find them.

FINRA alleges that the firms' advisors sold two types of highly risky ETFs that even they didn't understand.

The well-financed venture promised big hiring in 2013, but a November ADV form shows them well short of goal.

In this newly created role, Philip Poole will lead research activity across the firm’s investment platform globally.

An overwhelming majority of Hispanic and African-Americans say that financial services firms need to hire more diverse staffs, according to a survey conducted by Harris Interactive on behalf of Edward Jones.