Portfolio

While the bank’s second-quarter earnings disappointed, wealth management services, driven by Merrill Lynch, were a bright spot.

Advisors should emphasize the role sector funds play in a diversified portfolio when it comes to specific sector holdings, an expert says.

The strategy, which puts social good ahead of returns, can strengthen bonds with philanthropically minded clients.

For most people, thinking that investing in crypto with retirement money could save on taxes may just wind up jeopardizing their retirement, writes Alexis Leondis.

Deep value managers appear poised to outperform as the country sheds challenges posed by the pandemic, writes Spencer Logan.

Private equity firms are jostling to invest in financial advice firms that they think may become cash cows.

The firms agreed to censures, the settlement payments and to cease-and-desist orders tied to their alleged misconduct.

After buying JustInvest, the low-cost-investing giant has an opportunity to wring fees out of this new alternative to ETFs, writes Allan Roth.

The startup, Just Invest, uses direct indexing to manage $1 billion in assets.

Most investors are rigid about their investing philosophy, which makes them poorly adapted to changing markets and political regimes.