Portfolio management

Digital firms are launching platforms to cater to faith-based investors.

The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.

Roughly 45% of Berkshire’s stock portfolio is allocated to the financial sector, and eight of the portfolio’s top 12 holdings are financial stocks — a deeply contrarian bet.

These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.

The bank's performance puts it behind its largest U.S. competitors this year, signaling frustration in the market over the board’s quiet search.

In some ways, their investments are a microcosm of trends sweeping the wider market.

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.

The glitch raises questions about the rapid growth of socially responsible investing and index strategies in particular.

Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.

Without acknowledging both the downside and tremendous upside of long time horizons, the 4% rule is no rule at all.

FNG is one of a growing number of actively managed ETFs that have the freedom to tune their exposure whenever they want.

Managers will actively evaluate an asset’s characteristics — its value or momentum, for example — to determine what to buy.

The revamped fund from BP Capital will now track an index of companies that derive “significant revenue” from sustainable energy.

Clients often underutilize deductions for work-related technology purchases and travel expenses.

ESG-focused Swell Investing wasn’t able to gain “necessary scale,” according to the firm.

The IBD network joins asset managers and other companies developing new methods to display how the products integrate into client portfolios.

On the surface, ETFs seem like a natural fit for ESG investors, but there’s an key difference between the two.

370 U.S equity smart beta ETFs on the market mean advisors can pick and choose when fine-tuning clients’ portfolios.

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.

The independent broker-dealer differentiates itself from competitors by offering an active portfolio and by giving access to advisors rather than clients.