Portfolio

The bond investor has already given away as much as $700 million and eventually will donate his remaining $2 billion fortune.

Two advisors left the wirehouse where they generated more than $1.1 million in annual revenues.

In the lead-up to a deal, it can be hard to get a straight answer. Here's what the buyers and sellers of financial advisory firms are really thinking.

For pre-retirees who have not saved quite enough it's especially important to establish a plan to pay off credit card debt; Plus, proposals to improve workers' access to retirement plans first need a unified contribution limit.

There are four main types of powers of attorney and older clients must be sure to have the right one in place.

Vanguard's quiet ascension, adds Jeff Tjornehoj, head of Americas research for Lipper, is not all due to Pimco's management woes.

Many potential clients don't understand how a good advisor can help them meet their financial goals. These key questions can lay a foundation for a relationship.

The SEC has named David Grim to lead the agency’s effort to tighten mutual-fund rules.

The investment industry has an age discrimination problem, and millennials and Generation X are bearing the brunt of it.

Morgan Stanley led the wirehouses on profitability during the first quarter, even as advisor headcount declined.