Portfolio

Why Congress needs to stop Medicare from lowering the fees paid to physicians; Plus, a study that says that many workers could see cuts in pension benefits.

A recovering economy has all but stopped talk about loan growth. Instead, bankers are now getting grilled about deposit gathering, dealmaking and, in some instances, how they are dealing with slumping energy prices.

For the third consecutive year in 2014, JPMorgan attracted more net new money to its actively managed equity funds than any of its U.S. mutual fund competitors. In a year in which larger rivals such as Fidelity and American Funds suffered redemptions from active stock funds, it gained $18.3 billion.

Silicon Valley idealists, Robinhood's founders insist that users come first and that their startup will focus on generating a profit later. But, when pressed, they say they make money by gleaning some of the interest on cash held in customer accounts and soon will charge users to borrow to make trades.

One sector flips a truism for dividend investing. See some of the ETFs that let you invest in it.

A wealth manager has been hit with 14 customer disputes since entering the industry in 2005, FINRA records show.

Clients need to know the facts when offered a lump-sum payment for trading in their pensions; Plus, seven questions to ask before buying a qualified longevity annuity contract.

Planners are demanding more sophisticated tools and vendors are responding. Here are the top takeaways from this year's Technology Tools for Today Conference.

Online competitors like Wealthfront and Betterment are taking issue with Schwab's characterization of its automated investment service as cheaper, better and not just skewed to millennial investors.

The U.S. has a record 10.1 million millionaire households, a Spectrem Group study shows.