Portfolio

Authors add that the asset class can still be a welcome source of diversification for investors who can stomach the risk.

The "magic number" Americans think they'll need for a comfortable retirement went way up this year — but their actual savings went down.

The giant insurer fired three financial advisors based on false claims about their specialty insurance consulting business, according to their attorney.

Led by CEO Jack Ginter, Callan Family Office reached a milestone that he says will enable the firm to invest in technology and ultrahigh net worth advisor recruiting.

A magistrate judge finds the clients' family failed to put forward 'legally sound' claims that JPMorgan breached any duties by putting an elderly couple into risky securities tied to oil and gas.

Ameritrade, Schwab topple Vanguard, T. Rowe Price in J.D. Power's 2024 investor satisfaction survey; rankings had a shake-up as DIY investors demand more personalized service.

The lawyers representing the claimants in a recent FINRA arbitration case say they have scores of clients still seeking to secure pay they contend they're owed after departing for another firm.

Donald Trump's company's recent IPO, stock surge and decline are prime examples of what to watch for. Here are the three red flags that signal something is too good to be true.

Products with much higher yields than sweep, checking or savings accounts are available, but research suggests some advisors are missing the opportunity.

Industry leaders will show how to safely and effectively integrate AI at Financial Planning's new conference, ADVISE AI. Registration is now open for the October two-day event.