Portfolio

Portfolio reviews and retirement contributions are at the top of to-do lists of Morningstar, AARP and industry groups.

From the rise of direct indexing and private equity, to the reinvention of brokers, these were the stories that made the covers out Financial Planning over the last year.

Most investors had a lousy year, but these funds weathered markets jolted by significant economic and geopolitical turmoil.

Wealthy retirees seem to have scored big in Congress' sweeping year-end spending package.

A BNY Mellon Wealth Management and Campden Wealth analysis says while the next generation is ready for succession in the family enterprise, family offices don't think they're ready.

Some funds lost more than 90% this year.

Crypto-world fractures could preview the fate of traditional assets if markets enter phase 2 of a decline in the new year.

Some think planners need to be more forthcoming about how much of their investing work is being entrusted to third parties.

GOP leaders from Florida to Oklahoma are drafting legislation to clamp down on "woke" investing.

Bluerock Capital Markets CEO Jeff Schwaber says advisors looking to diversify with alts allocations in client portfolios may encounter hurdles.