Portfolio

While investors have been won over by the promise of better returns than plain-vanilla funds, issuers can justify charging more for the additional complexity.

A survey found that 27% of parents who cosigned for their children's college education end up paying off the debt with their retirement savings.

Commission officials put the industry on notice about self-reporting: financial advisors must comply or face harsh punishments.

Offering specialized planning is now essential to attract and retain HNW clients.

Donald Heberle will leave his post at the end of March, a decision mutually agreed on by both Heberle and bank management.

‘The firm gives advisors the ability to choose who they do business with and doesn’t put limitations on minimum account size,’ one advisor says.

Commodities, which boomed before the crash, weighed heavily on returns the past 10 years.

Investing in certain uptrends may pay off for clients.

Funds managed by Marco “Mick” Hellman sold most of their holdings, while CEO Dan Arnold received options worth $5 million.

The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.