Portfolio

As controversial fiduciary proposal to curb conflicted retirement advice heads to White House for review, insiders see exemptions permitting commonplace brokerage business models.

Clients who are financially knowledgeable incurred annual investment returns that are 1.3% higher compared with those who are not; Plus, the disadvantages of a retirement buckets strategy.

Bill Gross’s $1.46 billion Janus Global Unconstrained Bond Fund trailed its benchmark in the fourth quarter of last year primarily because it had plowed about 5% of net assets into debt issued by U.S., Russian and Brazilian energy companies.

The White House plans to throw its full weight behind a Department of Labor proposal to make it harder for brokers to push higher-fee mutual funds or other expensive retirement investment products.

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.