Portfolio

In a recent interview Mohamed El-Erian was asked about everything from life after Pimco to where he is currently putting most of his money.

No matter how strong their operating earnings, companies can't pay dividends without this.

The firm recruited three advisors to its employee and independent channels from rivals Edward Jones, Wells Fargo and MetLife Securities.

A checklist for taxable-bond-fund investors; Plus, seeing a tax refund as a financial opportunity, and why stocks may rise before tax day.

Some advisors are hesitant to recommend a conversion for high-net-worth clients since President Obama supports changes to key features of Roth IRAs; Plus, can Social Security benefits increase after age 66?

"It's a perfect storm," says one recruiter and a "golden era" says another. Here are insights and tips from the industry's top recruiters.

Soon after launching, personal finance celebrity Dave Ramsey's EveryDollar budgeting app skyrocketed into the Apple App Store’s top 5 financial apps. But is it because the app is well-designed or because of his celebrity status?

Contrary to so much that has been written and said about the rise of the machines and the demise of human financial advice, the need and demand for personal, face-to-face, human advice will remain.

Lipper granted its awards to the best mutual funds and best overall fund families this week. Here are performance stats on the winning funds of the winning companies.

ETFs are not only for the retail investor looking to make investments on the cheap; product providers and researchers report institutions are increasingly driving ETF inflows by adding them to portfolios.