Portfolio

Transferring an IRA asset to a trust is a strategy that provides the beneficiaries protection from creditors and divorce; Plus, what the proposed Medicare 'doc fix' means for seniors.

This week's roundup of notable industry news includes how fear over Fed interest rate hikes spurred investors to withdraw billions from bond ETFs this month.

Fischer said regulators must be attuned to the growth and evolution of the asset management industry after funds “that track the returns of indexes of relatively illiquid assets have mushroomed in size.”

Outlook for the planners -- who were recruited with a promise that they would "not [be] required to sell" -- seems to depend on whether you talk to Northwestern Mutual or LearnVest.

Google's attempt to capture the "stickiest" part of many online banking relationships could eventually help put it at the financial center of the consumer's life.

The 99-year-old U.S. estate tax would disappear under a bill approved Wednesday by the House Ways and Means Committee.

A reality TV episode on a bakery's succession plan hits uncomfortably close to home for a wealth management pro.

An arbitration panel confirmed that a former advisor will pay back a promissory note to Morgan Stanley - almost 10 years after leaving the firm.

Knowing the cost of a retirement community is key to making a smart decision, with independent living communities costing $2,520 per year; Plus, the price tag of a bipartisan bill averting Medicare doc fee cuts.

Consider a client's long-term investment goals before tax-loss harvesting; Plus, how clients plan to invest their tax returns, and ways to finance a son's or daughter's college bills through investments and tax breaks.