Portfolio

Retirement product providers say that they continue to struggle with reluctant employers and misinformed employees about the benefits of their offerings.

Redemptions at Pimco's biggest mutual fund slowed for the third straight month as performance rebounded this year.

Tax preparers share their clients' strangest misconceptions.

The newest generation of up-and-coming investors will cause a paradigm shift in the development and delivery of services and products to meet their unique needs. Is your firm ready?

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.