Portfolio

Competition is rising from passive funds as managers find it harder to justify charges 50% higher than their developed-world peers.

The firm sold its position in SPDR Gold Shares worth $30.4 million as of June 30, according to a regulatory filing Monday.

Instead, focus on things as they are today, and the most likely scenario for tomorrow, while remaining flexible enough to accommodate changing circumstances.

The new recruits come from Stifel and IBD ValMark.

Going overboard may leave clients wondering if that is where their fees are going.

The commission will examine how digital advice platforms uphold fiduciary responsibilities and safeguard client data.

More than $1.2 trillion was wiped off the value of global bonds last week.

The global bond rout intensified on speculation that the Fed will raise rates as Donald Trump tries to increase spending.

Investors withdrew $1.72 billion from U.S. ETFs that buy emerging-market stocks and debt in the wake of Donald Trump's U.S. presidential election victory.

Now may be the best time for retirees to make charitable donations, do a Roth conversion, and incur more qualified medical expenses to meet the threshold and qualify for a tax deduction.