Portfolio

It’s a cliche that’s out of date, advisors say; instead, investors should actively consider the tax consequences before making market moves.

None of the leading 20 funds with a 50% to 70% equity allocation beat the gains of broader stock indexes over the past 10 years.

American Friends’ new database joins the expanding research and products on the marketplace, which experts say is at $17 trillion in assets — with room to grow.

New flavors of the retirement investments aim to override a lingering bad image by scrapping conflict-laden commissions and being easier to understand. Will independent financial advisors finally be persuaded?

Financial Planning asks the executive about the latest updates to the company’s software, how his company balances growth with serving small advisors, and returning to in-person conferences.

The executive director of Georgetown University’s Center for Financial Markets and Policy says the financial industry is navigating an era of unprecedented change. Here’s why he’s so excited about what’s next.

Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.

SEC commissioners Allison Herren Lee and Hester Peirce discussed ESG, digital assets, meme stocks and more during the 2021 Financial Markets Quality Conference, hosted by the Center for Financial Markets and Policy at Georgetown University.

The wealthtech provider could command a valuation of $8 billion to $10 billion.

The firm’s head of acquisition, strategic growth and retention discusses how the wirehouse aims to expand among historically excluded groups.