Portfolio

Bloomberg -- JPMorgan Chase & Co.’s negotiations with federal and state authorities to resolve a series of investigations tied to mortgage bonds are focusing on a potential $11 billion figure, including $4 billion for consumer relief, a person familiar with the talks said.

BNY Mellon has been named to one of the most highly regarded global sustainability indices, the Dow Jones Sustainability Indices (DJSI).

A recent study highlights the industry's dire need for new advisors, and aims to help firms understand Gen Y's huge potential. Here are the key takeaways.

Bloomberg -- Fixed-income securities are poised to deliver losses “for the next couple of years,” according to BlackRock Inc., the world’s biggest money manager.

Interest rate and credit risk continue to invade investor portfolios looking for an appropriate hedge against equity investments.

Corporate-bond brokers may face a squeeze on profits as regulators start publishing prices for almost $1 trillion of privately sold debt, if the past is any guide.

Advisors may say they're comfortable developing retirement income strategies -- but none seem to agree on the right way to create an income stream.

A new report gives added ammunition to the champions of passive investing.

Securities and Exchange Commission Chair Mary Jo White met with leaders of the equities and options exchanges, FINRA, DTCC and the Options Clearing Corporation following the August 22 interruption in the trading of NASDAQ-listed securities.

Beverly Hills Wealth Management has launched an internal asset management division with the addition of the emerging McComsey Asset Management, with $30 million in assets under management, to help attract a greater number of breakaway brokers.