Portfolio

The number of CFP professionals worldwide rose by 3.76% in 2013.

Western Asset Management, a unit of Legg Mason, will pay more than $21 million to settle charges of defrauding clients, the SEC said.

The world's biggest bond manager plans to start 19 actively managed exchange-traded funds as Gross further diversifies the firm following CEO El-Erian's resignation last week.

Schwab reported $742 million in donations to charities for 2013, a 36% increase compared to 2012 and its largest percentage jump in more than five years.

Clients often worry about the IOUs in the trust fund, which, while literally true, is unnecessarily alarmist. In the investment world, we call them bonds and they're not so scary.

Bank of Nova Scotia's ING Direct unit sees growth potential in wealth management after it completes efforts to add deposits and customers and introduces a credit card, said Peter Aceto, who heads the business.

Two ventures offer online platforms aimed at connecting individual bond buyers and sellers.

An estate plan reflects the present state of clients' lives, with an overlay of applicable laws. Here's how to tell when a plan needs an update.

The IRS recently drafted Obamacare regulations that offer some insight into what will be the associated monetary penalties for individuals who do not take up health care coverage.

There are several measures of success in this industry, but gathering assets is always a major consideration. Here we show the top 25 bank advisors by assets under management.