Portfolio

This past week, the industry saw Pimco suffer more redemptions despite the climbing performance of its Total Return Fund, a BlackRock bond ETF receiving a record $2 billion deposit, Virtus Investment Partners announced an agreement to acquire a majority interest in ETF Issuer Solutions, and a report from Cerulli Associates noting that socially responsible investing has become a frequent request of asset managers from institutional clients.

Fidelity Investments, the second-largest U.S. mutual fund company, reported a 29% increase in operating income in 2014, as growth in its retirement business and cost cutting helped offset withdrawals from its actively managed offerings.

The IRS has issued 19.7 million refunds worth more than $66 billion so far this tax season, up slightly from last year's totals.

While auto-enrollment features on a retirement plan are better than nothing, some experts still worry that workers are not saving enough for retirement.

Planners their best tips for kick-starting the conversation started with prospective clients.

Planners share their best tips for kick-starting the conversation with prospective clients.

Advisors should reinforce habits that ensure ethical behavior to the point that they become second nature.

Plus, what investors can learn by reviewing previous years' tax filings and how to lower their payments to the IRS.

Ellsworth Private Wealth Management hooks up with Stratos Wealth Partners, citing the use of LPL's RIA and broker-dealer platform.

President Obama has proposed payroll taxes be reshuffled so the portion that pays for the disability fund would be increased by nine-tenths of a percentage point, but Republican lawmakers want changes to address Social Security's overall financial health.