Portfolio

The tax-efficient, low-cost funds may have an even greater advantage over traditional mutual funds due to the IRS's lack of a definition for "substantially identical" securities.

From LPL Financial's legal challenges to a continuing education scam that involved more than 60 brokers, these are the stories our readers flocked to in 2024.

The SEC should amend the regulation in order to help workers who can't afford to wait for an IPO to access the value of their equity.

High-yield cash opportunities, alternative investments, ETFs and short term bonds received renewed interest.

From classic standbys of business and finance to motivational self-help to modern fiction and more, check out 15 books that helped financial advisors in their practices this year.

The iShares Bitcoin Trust (ticker IBIT) smashed industry records in its launch year of 2024.

Experts say the playing field has fundamentally changed as fractional ownership and other paths to access make alternative investments increasingly available.

More than five dozen stories from the past year reflect an era of building controversy and pushback amid ongoing efforts to remove barriers and promote careers.

Fifth Third Wealth Advisors President Eric Housman thinks his bank's $2 billion advisory practice still occupies a distinct position in the industry. But it's not likely to stay that way.

From trending independence to the rise in AI in wealth management, these stories and series dove deep on issues of utmost importance to financial advisors in 2024.