Portfolio

From stock trading to innovation, here are the reads advisors can't put down.

The quartet of financial advisors leaving UBS after a decade also has an advisor with an equestrian specialty.

Real interest rates, which protect from inflation, have fallen in recent years, making it more expensive to finance future spending, Allison Schrager writes.

As more wealth management companies roll out cryptocurrency resources for advisors, here’s what’s still holding some planners back.

Financial advisors and even competitors to Robinhood say the self-directed service has opened the door to new potential clients.

“There are a lot of inflationary forces in the market right now as we’re reopening,” says the bank’s head of wealth management.

“Some assets are cheap for a reason,” an expert says.

Nick Maroutsos, the head of global bonds at Janus Henderson Investors, is joining the legions of well-off Americans casting aside the shackles of their day jobs.

Women in the United States have a lot in common when it comes to managing their money. They prioritize financial stability and nearly half equate negative emotions with financial planning - far more than men.

Here are 5 trends that picked up speed during the quarantines and will keep going after COVID is no longer dominating the economy, writes Larry Adam.