Portfolio

It’s a dilemma that could reshape the classic investing strategy as the Fed holds rates near zero for the foreseeable future.

New ownership of the popular platform could open the door for new tech leadership, but don’t count Schwab out yet.

The fintech plans to build out cash, checking, insurance and mortgage products.

Some cash-strapped clients with high medical costs could really benefit from making this move.

Firms' legal brawls with departing advisors don’t exactly enhance their stature among clients. But there's reason to think this may become a thing of the past, writes recruiter Mark Elzweig.

A recent study suggests sales of "expensive" VAs fell as a result of the vacated rule. But there are other factors at play, writes Raymond James' Scott Stolz.

Innovation is key in today's dynamic market. Suni Harford, president, asset management at UBS walks us through two significant innovations she drove in the asset management industry this year — including a ground-breaking approach to climate change and sustainable investing.

Renewed recruiting efforts and pumped-up tech are boosting headcount and fee-based assets.

The acquisition established a $6 trillion-giant operating as a mutual fund company, RIA custodian, bank, retail brokerage and national wealth management firm.

Among the decade’s worst performers — those with more than $1 billion in assets under management — were a handful of products with stellar short-term returns.