Portfolio

Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.

The second annual Women in Wealth Management Awards celebrated seven women for their achievements.

Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.

The latest data shows inflation is continuing to cool. Which investments could benefit from the slowdown, and which ones could get burned?

The Wall Street regulator shows strong interest in preventing relatively new forms of technology from being misused in ways that can harm investors.

According to Cerulli Associates, technology is not only helping advisors become more efficient but also influencing decisions related to how and where they practice.

Analysts have been debating the impact on household finances and the economy as Americans resume student loan payments. There's already a squeeze from higher interest rates, which are expected to slow consumer spending and economic growth.

The giant independent broker-dealer said Wednesday that it had created a new channel to target wirehouse advisors with high net worth practices.

Does the tech giant's move signal the return of pensions? John Lowell of October Three consulting weighs in.

Researchers from the Columbia Business School uncovered some major trends, but one of the co-authors says the trust of clients is one possibly immeasurable factor.