Portfolio

A huge expansion of wealth, new technological leaps, greater life expectancy. Planning could be really difficult.

Stock funds soar as grim forecasts prove overly pessimistic.

In contemplating the future, here's what I predict for the profession and the investment markets.

More advisors are shifting toward a broader approach and away from investment management.

Is purchasing a place for a child to live in a smart financial choice? Here's how to help your clients avoid owning Animal House.

Scout Investments has found new leadership for its institutional distribution team.

First Trust Advisors has launched another actively managed ETF.

Vanguard today closed two funds to new investors while prepping another to launch in the second quarter.

Ever since the Great Depression of the 1930s, Social Security has been a major source of retirement income, and will most likely continue being so for generations to come.

Managed futures mutual funds? They are so 2012.