Portfolio

Advisors can help clients know the limits on gift-giving to avoid the tax implications. Plus, year-end tax saving moves, and seven ways to lower your client's taxable income.

Investors should move to protect their money rather than reach for higher returns next year as central bank efforts to stimulate the global economy set the stage for markets to ultimately fall.

A strong identity these days must include a robust and engaging digital presence.

The Wall Street Journal offered opposing opinions on the recent Social Security changes, and specifically whether the file-and-suspend claiming strategy constituted a loophole.

Jon Dauphiné, a former AARP executive, was named the foundation's executive director. He replaces Jim Peniston, who is retiring after 13 years of service.

Critics say the new congressional efforts do not adequately address conflicts in the retirement sector, which they say must be eliminated or mitigated, not merely disclosed.

If the SEC's newest rules are enacted, open-end mutual funds and ETFs that invest in municipal securities are likely to become more risk-averse in a variety of ways that have implications for issuers and other investors that perhaps have not been fully considered by executives.

Janus Capital said the head of its fundamental fixed income unit, who oversaw an eight-fold increase in the firm’s bond assets over the past decade, is leaving.

J.P. Morgan’s asset-management division promoted James Peagam to head of global insurance solutions, an operation that oversees $78 billion of client funds.

The fast-growing regional B-D agreed to acquire the brokerage unit of Deutsche Asset & Wealth Management and operate it under the Alex. Brown brand.