Portfolio

The gains have been so strong that short sellers are now piling on bearish bets.

S&P 500 company pension plans' funding levels increased a mere 1% despite the $40 billion in contributions that these firms made to their plans.

This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.

The wirehouse outlines its competitive digital offer, but it's a defensive play, analysts suggest.

Salesforce is the latest to offer advisers data-driven insights into clients.

CEO Laurence D. Fink’s restructuring efforts will move $6 billion run by traditional stock pickers into cheaper funds where quants play a role.

There is a shift from selling impersonal financial products to delivering personalized, outcome-based solutions at scale.

Google Play and CFSI aim to improve use of financial health apps through a storefront organized by consumers' needs and by publishing a guide for app developers.

The firm's advisers and competitors are wondering about its next steps, and who will cash in. The answers will go a long way toward shaping the future of the independent channel.