Portfolio

Investors should weight the cost of paying debt with savings versus the gains from keeping the money in their retirement account; Plus, how to bolster low retirement savings, and when to consider high-yield funds.

Bank holding companies raked in $1.81 billion in annuity sales in the first half of 2014, up 11.5% year-over-year.

The Pimco Total Return Fund suffered an estimated $27.5 billion of withdrawals in its first full month after the Sept. 26 departure of Bill Gross, its worst month ever for redemptions.

The Pimco Total Return Fund suffered an estimated $27.5 billion of withdrawals in its first full month after the Sept. 26 departure of Bill Gross, its worst month ever for redemptions.

LPL says it has indefinitely suspended sales of investment products sponsored by American Realty Capital and RCS Capital.

Donor-advised funds allow clients to make a single contribution of assets, then dole out the proceeds to multiple charities.

As many of your clients have enjoyed gains in their 401(k) plans from a surging stock market, lower-income workers have lost ground; Plus, how to save on Medicare expenses

The Securities and Exchange Commission today sanctioned 13 firms for improperly selling Puerto Rico bonds in denominations below a $100,000 minimum denomination set in a $3.5 billion offering earlier this year.

Recent tax laws added complexity—not to mention “sticker shock”—to clients’ tax obligations. But with smart planning, you can alleviate some of the pain.

"In the middle of the night, we received a letter from RCS Capital Corporation purporting to terminate the equity purchase agreement [of Cole Capital]" - statement from American Realty Capital Properties