Portfolio

Giving securities that have appreciated in value allows investors to claim a deduction and avoid capital gains taxes if they opt to sell the shares.

Workers would have to pay taxes on their contributions to an employer's sponsored 401(k) plan under the Trump administration's tax proposal.

The broker persuaded clients to write checks payable to him, the regulator claims.

Data reported by the Investment Company Institute.

Sept. 4: As managers acquaint themselves with the AI and automation industries, one firm has been deeply invested in the burgeoning field.

Aaron Parthemer misrepresented investments to his pro athlete clients, the regulator claims.

Concentrating too much of a client's portfolio in U.S. stocks creates too much risk.

Those recognized for their excellence in innovation and leadership across the asset management industry includes State Street CEO Jay Hooley.

The change is attributed in part to the cost of managing dividends.

USAA Capital held over $513 million in market value of the Wall Street giant’s large-cap, emerging market and international ActiveBeta funds.