Portfolio

The Tax Cuts and Jobs Act created opportunity zones as an economic development tool to stimulate investments in distressed communities.

To thwart a multifactor verification system, he once used a victim’s home phone to authorize transactions.

The fast money has more than three times the impact on equity valuations than long-term investors like pension funds, according to a recent paper.

Using machine-learning algorithms, the firm's $106 billion systematic active equity group researches social media pages and online job postings to build portfolios.

The $217 billion alternative asset manager reported its biggest loss as a public company in the first quarter.

Financial practitioner Aaron Brown takes a look at the logic behind modern day 401(k) plans.

The group had been at their previous firm for 14 years.

“They’re now realizing: Let’s actually get the contingency plan in place,” said Dominic Volek, head of sales at Henley & Partners, the world’s biggest citizenship and residency advisory firm.

The widespread popularity of the compensation descriptor, long ballyhooed by RIAs, ultimately proved problematic for the CFP Board which has updated its standards.

Northwestern Mutual’s practices raise difficult questions about the nature of retail advice just as wealth management faces greater scrutiny under new rules.