Portfolio

Critics say the practice of using non-attorneys, some with criminal records, to represent investors often makes their problems worse. Advocates say it's cheaper.

The online tool, created by the advocacy organization and state regulators, suggests tough questions for the hiring process.

Retirees should stick to their strategies and diversify their portfolios with various sources of income.

The first pure-play pot ETF in the U.S. expanded 13-fold in five trading days.

Tim Buckley has to navigate the perils of passive-investing dominance.

The funded ratio for defined benefit plans at Fortune 1,000 firms rose to 83% at the end of 2017, a new report says.

Wells Fargo, Merrill Lynch, UBS and Morgan Stanley all lost talent in 2017.

The funds with the biggest AUM declines didn’t badly underperform, but investors often found cheaper alternatives.

Rarely have investors had such consistent, steady gains, and abundant anomalies, says one expert.

The group, which oversaw approximately $300 million in client assets, joined the firm's independent broker-dealer.