Portfolio

These tax-advantaged savings accounts will be open next year to a much wider range of disabled clients.

Financial advisors are counseling clients to stick to their long-term plans, even as they consider potential hedging opportunities and other strategies.

Founder Steven Fox is asking for a flat $18,000 per year from planners to act as their RIA and platform provider to drive changes to fee models across the industry.

The question of when (or if) wealth management firms need to hire a chief technology officer depends upon a number of factors, but experts say CTOs can bring vision and leadership.

Not long after announcing a new set of services for high net worth clients, Edward Jones rewards CEO Penny Pennington with a $29 million compensation package.

Rather than a book on his investing philosophy, the longtime advisor offers the lessons that have made him "less stupid" over the years.

While actively managed ETFs may promise higher returns, passive ETFs are still an attractive option for investors.

Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.

Robinhood Markets is unveiling a hub inside its popular app for retail traders to bet on the likelihood of certain event outcomes.

With the Trump administration pledging to review recently passed federal rules, the Investment Adviser Association wants to submit new comments on an anti-money-laundering law for RIAs.