Portfolio

Pontera's Rory Berry and Facet Wealth's Patrick McKenna share what motivated them to enlist, and how that decision forever changed their lives.

Good news awaits investors once the Fed gets rising consumer prices under control.

Financial professionals do a good deal of sleuthing tracking down old retirement accounts for clients.

CapWealth Advisors founder Tim Pagliara said a federal jury sided with the firm because its clients had, in fact, paid lower overall fees on their mutual funds.

CI Financial Corp. outlined a plan to reduce debt and separate its US and Canadian businesses as the fund manager tries to rebuild investor confidence in its growth strategy.

It's more common for teams to seek partial independence through affiliation when they leave wirehouses, but Roy and David Gutierrez took around a decade to go all the way. Here's what advisors can learn from their approach.

Despite investors' anxieties, financial professionals rarely see political contests as reasons for big changes in portfolio strategies.

Taking the prize in annual installments over 29 years, rather than all upfront, dramatically increases the windfall. Lottery victors with seven-figure winnings can also reduce their tax bill.

Cannabis, health care, energy, technology and other equities could swing immediately after the Congressional elections, depending on the outcome.

DFD Partners offers its tech amid calls for greater disclosure of demographics and more access to portfolio allocations for historically excluded groups.