Portfolio

Instead of converting a traditional IRA to one Roth IRA, convert to two or more Roth IRAs, by asset class or by individual securities.

Here’s why these questionnaires don’t work -- and a better way to assess how much risk a client should take on.

Nearly all advisors include international equities in portfolio construction so why would we exclude the even larger asset class of international bonds?

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

BlackRock’s Rieder Favors Junk, CMBS as Fed Prepares Taper

Gross Says Icahn Should Leave Apple Alone and Help People

Weitz to Yacktman Hoard Cash as Value Managers Find Few Bargains

The SEC is conducting nationwide, "limited scope examinations" of certain mutual funds that invest in Puerto Rico securities, according to a document obtained by The Bond Buyer and knowledgeable sources.

Fidelity Investments, the second- biggest mutual-fund provider, has opened the cheapest lineup of single-industry exchange-traded funds as it seeks to break into a market dominated by Vanguard Group Inc. and BlackRock Inc.

The most important reason to engage in pro bono work is to help those who are in need of free advice. But pro bono work can also pay off in other ways.