Portfolio

The PowerShares Dynamic Pharmaceuticals Portfolio is up 420% over the past 10 years.

CAPTRUST Financial Advisors has merged with Parker Carlson & Johnson Investment Management; Meanwhile, Independent Financial Partners announced its acquisition of Private Wealth Alliance.

Eleven things you and your clients will want to start thinking about for next tax season.

Clients who own funds that invest in master limited partnerships need to know how tax records impact performance over time. Plus, muni bonds' find renewed popularity with clients.

Retirees cannot expect bigger Social Security benefits next year as cost-of-living adjustments are unlikely to increase; Plus, the best target-date funds for retirement savers.

Focus Financial facilitates a three-way marriage of family office veterans who plan a bicoastal growth strategy.

Use laser precision in your specialties, and network more than ever to crack into a tight-knit community.

TCW’s Metropolitan West Total Return Bond Fund collected more money than any other bond mutual fund in the year following Bill Gross’ sudden departure from Pimco.

The PureFunds ISE Cyber Security ETF launched in November. By July, The fund, listed as HACK, attracted $1.4 billion - one of the fastest ascents in ETF history.

Price swings in emerging-market stocks widened to the most in four years and currencies slid to a record in a sign the Federal Reserve’s decision to delay an interest-rate increase is leaving investors more nervous instead of calming them.