Portfolio

Investment news and market analysis on mutual funds, ETFs, stocks and alternative investments and tips on strategies needed to construct successful portfolios.

Economy & Markets

Portfolio Construction

Investment VIPs

Alternative Investments

Top Portfolio Stories

Industry Spotlight

11 Best & Worst BDs: Q3 Earnings, 2024

By Janet Levaux

Noting Buffett’s Cash Hoard, Bob Doll Warns of Stock Pressure

Jeremy Siegel Sees Bull Market Charging Into 2025

Trending Stories

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Industry Spotlight

Schwab Eyes Spot Crypto Trading Once Regulations Change

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Retirement Planning

Know These New Retirement Planning Rules for 2024 and Beyond

3

Financial Planning

Daffy Integration Simplifies Donor-Advised Fund Granting for Betterment Users

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Practice Management

RFG Advisory Sets Recruiting Record, Approaches $6B in Client Assets

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Regulation and Compliance

Quarter of SEC Actions Dealt With Off-Channel Communications in 2024: Report

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Bill Hwang Judge Considers Reducing 18-Year Prison Sentence

Webcasts

The Path to Independence: Navigating the Four Key Dimensions for RIAs

Sponsored by Charles Schwab Watch Now

Preparing Portfolios for 2025: Macro Outlook, Bond Strategies and ETF Trends

PIMCO (Sponsored) Watch Now

The Future of Direct Indexing: Elevate Your Practice

ThinkAdvisor, sponsored by Orion Watch Now

Podcasts

American Endowment Foundation Brings Charitable Giving to Local Communities

American Endowment Foundation (Sponsored) Listen Now

How Orion Leverages Tech Know-How and Behavioral Finance for Advisors

Orion (Sponsored) Listen Now

The Long Road to Retirement With Chelsea Ransom-Cooper

Jackson National Life Insurance (Sponsored) Listen Now

Asset Managers

Fidelity Assets Reach $15T in Third Quarter

Fidelity Assets Reach $15T in Third Quarter

S&P 500 Tops 6,000 Milestone

S&P 500 Tops 6,000 Milestone

BlackRock's Bitcoin ETF Tops $34B Milestone

BlackRock's Bitcoin ETF Tops $34B Milestone

Schwab Launching Mortgage-Backed Securities ETF

Schwab Launching Mortgage-Backed Securities ETF

Investment VIPs

What Trump's Win Means for the Markets: 3 VIP Views

What Trump's Win Means for the Markets: 3 VIP Views

S&P 500, Bitcoin Hit Peak as Trump to Retake White House

S&P 500, Bitcoin Hit Peak as Trump to Retake White House

El-Erian: Election Means 'New Power Structure' in U.S.

El-Erian: Election Means 'New Power Structure' in U.S.

Alternative Investments

SEC Chair Gensler to Step Down

SEC Chair Gensler to Step Down

What's Next for Trump's Tax Cuts? One Wealth Advisor's Take

What's Next for Trump's Tax Cuts? One Wealth Advisor's Take

GOP Senator Calls for Rulemaking Halt Until Trump Takes Office

GOP Senator Calls for Rulemaking Halt Until Trump Takes Office

Gensler Makes Final Pitch on SEC Crypto Rules

Gensler Makes Final Pitch on SEC Crypto Rules