Portfolio

New research finds that advisors can play a critical role in alleviating some of boomers' retirement anxiety -- even if they may underestimate how long it takes to build client trust.

The wirehouse lost the team to HighTower, and a former Wedbush executive jumped to a $2.6 billion RIA. See these and other moves in our latest recruiting roundup.

This type of insurance will not cover a policy holder's expenses for the first 180 days of care, a major concern for those without substantial savings; Plus, how to make the most from a Roth IRA.

The more portfolio managers invest in their own funds the better, according to a recent Morningstar study.

How to find and understand the three website metrics advisors should care about.

The world's largest bond fund has cut back on U.S. securities as yields are expected to rise this year.

Victims of identity theft are continuing to experience long delays and errors in receiving their tax refunds, according to a new report.

Firms still have many managers deep within their benches that have found strategies to deliver significant returns for investors.

Pimco’s Total Return Fund, the world’s largest bond fund with $117.4 billion in assets, has cut way back on its holdings of U.S. securities.

If you’re scared of an audit by the IRS, there’s less to fear these days. New data show that budget cuts at the IRS mean the agency is investigating fewer wealthy taxpayers.