Portfolio

How policy makers should address the growing state-run pension shortfall; plus, why the last check your client writes should bounce before they die and tips for clients to retire early without giving up what they love.

BlackRock, the world’s largest money manager, said second-quarter profit rose 1.4% as it attracted money into higher-fee products including active funds and exchange-traded funds.

Head of industry group lobbying against the Labor Department's proposal is hopeful that the final regulation will address compliance objections and expand permissible transactions.

BlackRock, the world’s largest money manager, said second-quarter profit rose 1.4 % as it attracted money into higher-fee products including active funds and ETFs.

Actively managed ETFs are surging in Canada, expanding a market already dominated by iShares and posing a challenge to the mutual-fund industry that has among the highest management fees in the world.

Only 22% of affluent investors say they are familiar with what a robo advisor is, according to a new poll.

President Barack Obama announces a renewed push for laws to help clients save for retirement; Plus, the three worst states for clients to retire and what happens when you take out a 401(k) loan.

After announcing 11% growth in net income for the wirehouse's brokerage unit, Wells Fargo executives told analysts that they are thinking of launching a robo advisor.

Wells Fargo’s independent channel lands four recruits, including a husband-and-wife team.

Aggregator adds myCIO to its four previous investments Veritable, Clarfeld Financial, Baker Street Advisors and Welch & Forbes.