Portfolio

It is time to rethink retirement planning. A few experts offer the latest thinking on portfolio allocations, long-term care coverage, annuities and more.

U.S. authorities in Puerto Rico are investigating allegations that a former UBS AG broker improperly advised clients to borrow money to make investments, a person briefed on the probe said.

Issues ranged from possession of child pornography to assault and taking a test for a supervisor; 14 planners penalized, in total.

Participants at Morningstar panel discussion outline major challenges in fixed-income and equity markets. "Hard to come to work" if you are a portfolio manager.

'There are some really extraordinary companies in Russia, but you have to be willing to embrace the controversy,' says Oppenheimer's Justin Leverenz at a Morningstar conference panel.

Legislation that aims to help troops facing severe monetary hardship wins in unanimous vote.

Investors’ appetite for U.S. equity exchange-traded funds has weakened to levels not seen in four years as demand for safety drove more money to fixed income.

To best leverage social media in their practice, advisors need to familiarize themselves with their firms' compliance rules and get a little personal on their social media accounts.

Bill and Hillary Clinton have long supported an estate tax to prevent the U.S. from being dominated by inherited wealth. That doesn’t mean they want to pay it.

Our IRA expert looks at what happens to required minimum distributions the recipient of an inherited IRA.