Portfolio

The Federal Open Market Committee voted to reduce interest rates by 25 basis points Wednesday, but the emergence of dissents on the committee makes the chance of another quarter-point cut in December less certain.

Financial advisors know how to guide clients through volatility, but the math displaying the portfolio risks of AI may present an altogether different challenge.

Unpopular compensation changes at UBS continue to drive advisor attrition, costing the firm billions in client assets. But despite the outflows, executives say the new policy is helping improve UBS' profits.

The Oasis Group CEO and founder John O'Connell dazzled his audience at ADVISE AI by showing how artificial intelligence can shave hours off the production of plans, stock analyses, even web pages. But at least one advisor remains skeptical.

Morgan Stanley acquires EquityZen, a private share trading platform, expanding its offerings for fast-growing startups.

A penny-ante approach to allocating digital assets may not be as risk-averse as it sounds.

Resources and personal connections offer significant advantages. But financial advisors and other experts say they only get new RIAs part of the way.

Larry Sprung wasn't looking for love (authors), but he wound up finding a great set of clients.

Public-sector pensions are shifting more risk onto employees through hybrid designs, variable contributions and COLA changes, transforming retirement planning for millions.

The choice of buyer and the price get the most attention, but a possible merger of equals and the technology side of the transition could loom large in the strategy.