Portfolio

Most advisors make housing choices in their own lives, but fail to aid clients facing the issue, according to a Legg Mason survey of 506 advisors.

Wealthy investors remain bullish on the investing environment in 2014 and see the U.S. as the best place to put their money, according to a survey released today by Morgan Stanley.

Pimco named four deputy chief investment officers in an overhaul of its leadership team after Mohamed El-Erian's decision last week to step down as chief executive officer.

President Obama's inclusion of retirement security in Tuesday night's State of the Union Address was mostly welcomed by the benefits community, but left some disappointed by a perceived "attack" on the 401(k).

The iShares MSCI Emerging Markets Index exchange-traded fund fell to a five-month low as an increase in interest rates from Turkey to South Africa failed to prop up currencies. Russia’s ruble slumped to a record low.

Tax law changes may make it harder for advisors to show how specialized services are vital. Here's how to adapt.

Puerto Rico debt is rallying the most in two years, even under the threat of a cut to junk, as the commonwealth prepares to sell bonds for the first time since August.

A number of advisors took to Twitter to discuss the "MyRA" accounts unveiled by Obama in his State of the Union Address on Tuesday.

A UBS team of advisors with a billion dollars under management has left the Swiss bank to form IFM Capital Advisors, an independent registered investment advisor, with the aid of Focus Financial Partners.

When congressmen introduce bills that work at cross-purposes with the intent of Social Security, it's no wonder clients are confused too.