Portfolio

The "father of the index fund" was famously skeptical that exchange-traded funds would encourage risky and speculative stock market bets.

As more women generate and steward great wealth, they must also strive to develop and maintain financial wellness. The wealth management industry has a vital role to play in helping dynamic women on their journey.

This combination of trusts, credits and other tax strategies are great ways help wealthy clients protect their families and their businesses.

Scams targeting individuals aged 60 and older caused over $3.4 billion in losses in 2023 — an increase of approximately 11% from the year prior, according to the FBI.

Wealth management firms are facing scrutiny from investors over their investing choices and missed signs of fraud, in our latest look at the legal issues in wealth management.

Industry groups see the new AML requirements as unnecessarily redundant and burdensome on small firms.

Planners trying to help clients steer clear of momentary panic by investing for the long term will find instructive episodes that often involve sports.

Nuno Matos, once a contender to be chief executive, is leaving after nine years at the firm.

Ned Davis Research analysis predicts the Federal Reserve will cut interest rates by 25 basis points at each of the remaining meetings this year, starting in September.

In an earnings call, an RBC executive says the firm decided to raise its account yields in response to higher Fed rates because "the right balance was to allocate some of that rising rate to our customers."