Portfolio

Plan sponsors face mounting fiduciary responsibilities, and both sponsors and participants crave advice. Both those trends give RIAs a fiduciary edge in seeking growth.

Bob Kerrey, a former U.S. Senator and governor of Nebraska, says that people who have Social Security as their only source of income need more help: Plus, cheap oil prices won't cause your 401(k) to crash.

Reducing taxes by using previous capital losses to offset current investment gains and why raising the capital gains tax should be considered.

Deborah Fuhr, a veteran ETF industry observer, says the explosive growth of ETFs is vindication for a product once dismissed by some investment professionals. In a discussion with Money Management Executive, Fuhr outlines factors that have led to the market's enthusiastic acceptance of ETFs.

Bill Gross invested more than $700 million of his own money in his unconstrained bond fund, Janus Capital Group's CEO Dick Weil said today in a conference call with investors and analysts.

'Let's put this behind us,' a group of Cetera planners told the RCS Capital home office in the wake of allegations against founder Schorsch.

Many advisors miss the old culture at their firms. What exactly are they longing for?

But while quarterly earnings at the company's wealth management unit dropped 7% from the previous quarter, they were up 30% year-over-year.

What was once a higher-cost, lower-probability risk is halfway to being a sure thing. That means existing policies may be a bad deal.

Norm Champ, the SEC’s director of investment management, will resign after five years at the agency, the SEC said.