Portfolio

The IRS is reminding taxpayers who turned 70-1/2 during 2014 that they most likely need to start taking required minimum distributions from their IRAs and other retirement plans by April 1.

LPL's "lagging earning results" led the company's compensation committee to cut Mark Casady's bonus by 40%. But Casady also got $6 million in stock options.

A tax-efficient strategy to best index funds; Plus, six reasons why investing in a taxable account is underrated, and how to capitalize on capital gains tax rules.

Clients who turned 70 1/2 last year need to take their first required minimum distribution by April 1 or face a tax of 50%; Plus, reducing fees is the best way to boost investment returns.

For several years regional banks have been furiously trying to boost fee income by beefing up in wealth management. But the cost of acquiring talent has made it hard for them to gain traction in this all-but saturated market.

It's unclear why Wes Long, who spent most of his career at Wedbush, left on March 17, and whether he has landed elsewhere.

A FINRA arbitration panel also orders the expungement of the advisor's termination records.

Investors dumped ETFs that invest in bonds ahead of yesterday's Fed statement on concern officials would get closer to raising interest rates.

The time has come to create the position of chief data officer to manage the tidal wave of data-based regulations and reporting and implement a concrete data strategy - both to meet requirements but also more effectively make investment decisions and streamline back-, middle- and front-office operations.

Credit markets are getting a second wind, thanks to a Federal Reserve that’s suddenly not as confident the economy is strong enough to weather a steady rise in interest rates.