Portfolio

Lawyers and compliance experts say advisors and brokers should still put clients' interests first when considering taking money out of a 401(k).

According to new research, 38% of U.S. adults have confessed to some form of "financial infidelity." Here's what they're fibbing about.

Jes Staley's friendship with the disgraced financier casts an unflattering light on the Wall Street bank.

The nation's biggest independent robo-advisor joins a growing list of tech companies slashing staffers as difficult market conditions persist.

Last year was a disaster for bonds (and stocks), but some fixed-income U.S. ETFs that focus on exotic assets or use complex strategies have had a truly horrible decade.

The cost-of-living adjustment, which was celebrated for its generosity last year, is looking less and less miraculous as prices keep rising.

The Columbus, Ohio, bank hopes both to reduce costs and increase revenue by consolidating three segments into a single unit. Huntington is particularly focused on building out its wealth management business.

The program that aims to place the next generation of underrepresented advisors with fee-only firms is literally overflowing with talent.

An expanded base of partner RIAs fueled soaring net income and rising debt for the publicly traded aggregator, which is expected to go private at $4.1 billion.

The bank's lawyer said in a Singapore court on Thursday that Credit Suisse had agreed to compensate its ultra-wealthy client for failing to "police the perimeter" of his wealth from theft.