Portfolio

The CFP Board has released two new advertisements for its public awareness campaign -- but is the message clear enough?

Converting a traditional Roth IRA for the benefit of heirs doesn't always work as planned. Help your clients run the numbers.

A group of plaintiffs are suing the Treasury Department, the Social Security Administration, and the District of Columbia, claiming the federal government is continuing to hold onto their tax refunds to pay for supposed overpayments of Social Security benefits decades ago.

Deutsche Bank said it’s working to boost its investment in green bonds to 1 billion euros ($1.1 billion), joining competitors including Citigroup and Barclays in tapping profit from the quickly growing market.

A former executive at the REIT giant co-founded by Nicholas Schorsch has dropped a suit accusing the company of firing her for blowing the whistle on financial improprieties.

Paul McCulley is leaving Pacific Investment Management less than a year after rejoining the firm, a departure that further diminishes the influence of co-founder Bill Gross at the $1.68 trillion money manager.

Experts recommend that employers be more flexible with workers who borrow money from their 401(k) plans, such as giving more time for repayment or allowing loans to be rolled over to the next employer's plan.

McCulley’s exit further reduces the ranks of Gross loyalists in the wake of his abrupt departure Sept. 26 to manage a small fund at Janus Capital Group Inc. Pimco’s new management and investment team are seeking to reassure clients after a year of record redemptions and co-chief investment officers Gross and Mohamed El-Erian left.

As senior executive vice president of the American Stock Exchange from 1986 to 1993, Riley oversaw derivatives trading and “was the driving force in the development” of the ETFs known as SPDRs.

A Stifel-Sterne Agee merger would dwarf other moves made last year.