Portfolio

Inversions have occurred seven times since the early 1950s and all but one of those instances preceded equity gains.

Things haven’t been this bad since Richard Nixon’s presidency.

The rarely dinged firm joined peers grappling with two issues: mutual fund fees and supervision of advisors who've been sanctioned multiple times.

The funds carry a fee eight times larger than the 0.08% charged by the least expensive energy ETF run by Fidelity.

The program could see benefit cuts and undergo significant changes in the future, and this poses a problem for seniors who depend on it for their main source of retirement income.

The regulator bills the move as the latest effort to bring transparency to the challenge of unpaid awards.

The new strategy may reflect downward pressure around planning fees.

Health category funds dominated the list, making up for well over half of the group’s assets.

The top advisor this year, James Hare from Pinnacle Bank and Raymond James, views himself as the Warren Buffett of Nashville.

As advice becomes democratized, investors will define what the industry should prioritize, argues the head of the hybrid digital advice firm.