Portfolio

Board quietly hires former SEC official; critics call for CEO Keller's departure as well.

Small-cap stocks often outperform large caps, but 2015 may not be such a year.

Advisor, beware: Funds that use complex, hedge style methods may not be appropriate for client retirement accounts.

A complaint that Schorsch instructed ARCP executives to shift numbers in the company’s second-quarter results to cover up errors from the first quarter is part of a defamation suit against ARCP, Schorsch and former ARCP Chief Executive David Kay, according to The Wall Street Journal.

Five ways to shrink your client's tax footprint, tax moves to make still in 2014, and clients ready for IRA charity contributions.

An attorney for Jorge Posada and Jose Contreras says ballplayers were "victims of fraud, taken advantage of at every turn."

The industry saw Bill Gross attracting $769 million to Janus, the global ETP market breaking an asset record, a prediction on how much of 401(k) contributions that target-date funds will capture by the end of the decade and a J.P. Morgan executive joining Wilton, Conn.,-based Commonfund as CEO.

Carlson Capital, a $9 billion investment firm, plans to start three hedge funds to invest in the debt and equity of energy companies after oil prices slumped to their lowest in five years.

Regulators penalized both the independent and employee channels of Wells Fargo for failing to properly screen over 200,000 customer accounts.

The increasing Asian, Hispanic and other minority groups will have an impact on the development of products, services and training; Plus, more than half of American households may not maintain standard of living in retirement.