Portfolio

Changes to the tone of forward guidance will add uncertainty to market expectations.

Since 2008, advisors are looking beyond the percentage of equities or bonds in a client’s portfolio.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.

Only 15% of bank customers at Bank of America use its online investment platform, but the company expects that figure to increase as it opens branches in nine major cities.

The once-hot investing strategy seems to have cooled off. Advisor Allan Roth hasn't lost all hope, however.

The former J.P. Morgan wealth executive will replace Don Heberle, who left his post at the end of March.

A portion of retirees’ Social Security benefits may be taxed at the federal level if their combined income exceeds a certain limit.

Members of Gen X and millennials seem to work harder to put their money where their mouths are.

Although banks and digital wealth startups seek to claim the same assets, they're finding common ground elsewhere.

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.