Portfolio

Art carries higher rates than most investments, but financial advisors and their clients can tap into trusts, charitable donations, loss harvesting and the stepped-up basis.

After half a year on the market, we now know which spot bitcoin ETFs have taken in the most investor cash. Here's how they compare.

A federal judge agrees with plaintiffs that the Federal Trade Commission lacks authority to set rules on unfair competition.

When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?

He owns the home. She pays half the mortgage. Is that fair?

David Kelly of JPMorgan thinks investors can safely navigate private markets — provided they work with the right managers.

Identifying world-improving, moneymaking technologies is only half the investment battle: Old- school industry analysis is still required.

As wealth management firms rush to keep up with new technological developments, one common oversight is not testing the tech with the people most likely to use it: the advisors.

The National Association of Treasurers launched a new tool that allows individuals to compare the features of different states' ABLE programs.

Experts from Fidelity Investments, JPMorgan Asset Management and Brown Capital Management argue the answer is definitely "yes." Here's why.