Portfolio

“The advice I give is to calculate the financial impact for each option,” an expert says.

Nearly all of the fixed-income funds held short term debt.

The firm added 40,000 new accounts last year and hit a record $3 trillion in client balances.

Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools.

Assets under management at Nancy Prior’s group, which includes bond and money market funds, have grown from $714 billion under her leadership.

Along with other decisions, dating the amount of money they need to withdraw would help them in retirement planning and spending.

The recruits include a father-son duo from UBS.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

The bank continues to struggle with attrition due to scandals, regulatory scrutiny and a graying workforce.

The ace dealmaker oversaw 90 acquisitions in 13 years while at United Capital.