Portfolio

Citi's net new invested assets grew $15.7 billion or 9% in the second quarter, as the company works on an ongoing plan to grow its wealth business.

The well above-average advisor graduation numbers, paired with Merrill's recruiting efforts, suggest the wirehouse is serious about adding lots of talent.

Financial Planning's Compensation Survey measured the total pay of hundreds of financial advisors and, perhaps more importantly, the lessons they would share to aspiring planners about forging a successful career.

Views differ on whether prediction market payouts, structured as investments, should be taxed as gambling winnings or proceeds from financial instruments.

America's fertility rate is at an all-time low, and the cost of treatment is climbing. Financial advisors discussed how to plan, both financially and emotionally, for the cost of becoming parents.

In pitting AI agents against historic 60-40 portfolio results, JPMorgan found AI won every time. But researchers could not rule out the possibility that the systems could have essentially cheated.

InvestSuite's Storyteller Suite delivers quarterly results as a PDF, video or podcast — with a hero, a villain, and a structure designed to upgrade advisor-client conversations.

Reviewing the IRS' long list of eligible expenses with clients can reveal hundreds or even thousands of dollars in annual costs previously paid out of pocket, one advisor said.

Brooke Pilant, who was at Ameriprise from 2017 to 2024, accused the firm of turning against her after she raised concerns about "unethical practices."

Although there are advisors who suggest steering clear, there are times when clients might benefit from using a checkbook IRA to invest in alternative assets.