Portfolio

Expecting everything to work seamlessly from day one can lead to a rude shock.

FP’s annual list recognizes the accomplishments of an elite cohort of young wirehouse and regional advisors.

Investors are embracing exchange-traded funds in favor of mutual funds

After a period of strong growth, analysts are divided over whether a recent downturn is a warning or opportunity.

Good luck getting in to see an estate planner if you don’t already have one. Cross your fingers if you do.

"Hopefully one day the industry changes and no one is surprised to see me at a top producer event due to my race or gender, or both," writes advisor Sandra Cho.

The U.S. may join Canada and Europe, which have already approved similar products.

A sliver of put options in a portfolio could deliver a measure of control and comfort through rocky markets.

While a host of factors are at play behind the bond-stock relationship, one thing that links them together is the perception of growth.

The average 529 account holds less than $29,000, which would pay for about half of a year of tuition at the average private university or a year or more at a public university.