Portfolio

More than 70% of U.S. ETF assets are in funds that charge 2 basis points or less, data show. But free isn’t an automatic ticket to success.

Students can always borrow money for school, but there are no "retirement loans" available for clients to use to fund life after work, a CFP writes.

An online war is underway for deposits, as a wide range of players — traditional wealth managers, big banks, digital-only platforms and fintechs — offer high-interest savings and checking through apps and websites.

CFPs aren’t excused from acting as fiduciaries — even if they work at a firm that requires them to recommend proprietary funds.

For its annual NOVA awards, NICSA recognized asset managers and executives for operational excellence and product development.

Studies purport to have proven both that socially responsible investing hurts returns, and that it can boost performance.

Without the marital deduction, a certain category of married clients will have challenges inheriting property outright.

Paying down debt, downsizing and reducing spending are a few ways retirees can grow their finances.

In five bite-sized offerings, Chairman Jay Clayton fails to tell the public what it needs to know about RIAs vs. brokers.

There’s a showdown looming between financial advisors and the custodians that safeguard their clients’ money. It’s been brewing for some time, and the move by Charles Schwab on Tuesday to offer commission-free trading makes the clash all but inevitable.