Portfolio

For one financial planner, a client's behavior surfaces questions of marital trust and possibly a gambling addiction. Is it time for outside help?

The strategy, which allows investors to cherry-pick stocks in a benchmark instead of owning a fund that tracks a specific gauge like the S&P 500, will have $825 billion in assets come 2026, Cerulli says.

Bradley Goodbred allegedly defrauded a widow in her 90s through a real estate investment scheme, the latest example of a rising number of scams targeting seniors.

After several years when the scandal-plagued bank was focused on cost cutting, CEO Charlie Scharf indicated Tuesday that the company has opportunities to expand revenue across every line of business.

Popular brokerage is letting investors put retirement money into traditional and Roth IRAs.

The drama with one of the world's wealthiest families is a lesson in intergenerational finance.

The rise of social media "finfluencers" and the tendency of millennials and Gen-Z investors to manage their own money are just two significant trends.

FINRA accused FSC, Royal Alliance, SagePoint and Woodbury of "negligently omitting material facts" about an alternative asset manager, FINRA said.

JPMorgan Chase is planning to increase headcount in its Latin American private-banking unit by about 25% next year as the firm looks to attract more clients with $5 million to $25 million to invest at the bank.

From sea changes with inherited retirement plans to the ETF juggernaut, here's what advisors grappled with for affluent clients.