Portfolio

Record crowd focuses on the future of financial advice.

Republicans won a sizable victory on Tuesday, retaking the Senate after losing it eight years ago. Banks, too, largely benefited, as an ally of the industry captured a Senate seat in West Virginia, two credit union allies fell and a key Democratic senator squeaked past. Here's how election night played out for banks.

More trouble in the Schorsch empire as its advisory company issues a statement emphasizing that it and ARC are 'two separate and independent public corporations.'

Some clients are tempted to give too much, while others could afford to do much more. Where do advisors draw the line between helpful and intrusive?

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.