Portfolio

Pimco, the bond manager that started expanding into stocks four years ago, hired Virginie Maisonneuve from Schroders to lead the push after Neel Kashkari left in January.

With a Roth IRA conversion and a precise recharacterization, a client can report the right amount of income to fill up a low tax bracket each year.

The agency's chief administrative law judge has dismissed a commission order instituting cease and desist proceedings against two UBS executives in Puerto Rico for allegedly misleading mutual fund investors.

Pimco's Bill Gross said that wealthy Americans, having reaped the benefits of favorable tax treatment, should be willing to pay a greater share to bolster the prospects of the working class.

With an anticipated spike in demand for advisors over the next few years, financial planning is one of the best industries to get into. Here are 30 standout schools for a career in planning.

There’s a major misperception of what a buy-and-hold investment strategy is, but it's what you buy and hold that makes all the difference.

Higher taxes on long-term capital gains may revive interest in like-kind exchanges of investment property.

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U.S. Stocks Fluctuate Amid Jobs, Price Data Before Fed Decision

U.K. Mulls 0.75% Cap on Pension-Fund Charges to Help Savers