Portfolio

With interest rates likely to level off, wealth managers who leave their clients in cash could miss out substantial long-term gains.

Shorts and inverse funds dominate Morningstar's bottom 10, taking the successes of the past decade and putting them in reverse.

Collective investment trusts, also known as collective investment funds, carry advantages that come with certain caveats and restrictions, according to experts.

Leveraging OpenAI technology to communicate quickly and effectively with clients and utilizing an AI-powered assistant to enhance estate planning are two ways wealth managers are incorporating AI into their daily lives.

The stock market's largest companies have the best chance of weathering the Fed's rate hikes, BlackRock's strategists believe.

The firm founders join the FP Podcast all the way from Taiwan to discuss financial planning for women and LGBTQ+ households, international filmmaking and how the profession changed both of their lives.

Sharp increases in 401(k) account withdrawals spell trouble for plan participants, sponsors and recordkeepers.

There's room for growth in a crowded field — but it can be a risky and expensive move. Here's what to consider.

The brokerage's managing partner talks about AI in wealth management, inflation, and her work on the St. Louis Fed board, in conversation with American Banker Editor-in-Chief Chana Schoenberger.

Captrust went from runner-up in a transaction to buy Column Capital Advisors to stealing the seller's hearts. Here's how a home office visit made all the difference.