Portfolio

Tech innovators from Morningstar, CogniCor and others share their experiences using AI and advice on how to get optimal returns as advisors experiment with different types of AI tools.

The SEC has approved the first U.S. exchange-traded funds investing directly in ether, the world's second-largest cryptocurrency.

Cost segregation could reap real real tax advantages when it comes to IRA-to-Roth IRA conversions — but advisors must know if the pricey initial study makes it cost effective.

Portfolio managers are shifting to platforms that offer an all-in-one, single point of entry for making different portfolio transactions. Cerulli reports the trend is picking up steam.

Instead of shying away from fraught interactions as the presidential race heats up, financial advisors say it's important to face them head-on.

Senior private bankers will play a large role in Deutsche Bank's bid to become one of Wall Street's main European rivals for ultrawealthy customers.

The latest legal action over the industry's handling of clients' uninvested cash suggests sweeps are a bigger profit generator than most firms let on.

The initial suite of ETF products available on the platform will all be actively managed.

Financial advisors who cater to investors who want to put their money where their faith is say what is screened out all depends on several different factors.

Industry groups say RIAs are receiving SEC letters inquiring about compliance with the new T+1 settlement rule for stock and bond trades.