Portfolio

Four investments clients can make completely tax-free; Plus, how the mega-rich avoid paying taxes.

Gen Xers can save in their 401(k) plans for a longer period of time compared with baby boomers, and can expect higher tax-deferred investment growth; Plus, the best and worst states for retirement.

CEOs, when questioned in recent earnings calls, offered first impressions of the impacts the proposal may have on the industry.

With college costs soaring, clients may want to help pay for a family member's education. Watch for these trouble spots.

The company's Private Client Group reported a 2% decline in quarterly profits as the firm continued to ramp up its advisor recruiting.

The association of state securities regulators has proposed a rule that would compel advisors to maintain formal business-continuity and succession plans.

Stock pickers have remained largely anonymous to the larger public despite a six-year rally that produced some outstanding funds. They've been overtaken by bond legends and hedge fund managers.

Advisors who are helping clients prepare themselves financially for retirement are only doing part of the job needed.

Janus Capital Group Inc., the firm that hired bond legend Bill Gross in September, said profit rose 46% in the first quarter as the market rally lifted assets and its funds attracted new money.

The settlement brings the total global fines for the scandal to about $9 billion, paid by a dozen firms. UBS paid $1.5 billion in 2012.