Portfolio

Walmart, the world’s largest private employer, and Merrill Lynch, without admitting to wrongdoing, have agreed to pay $13.5 million in a class-action lawsuit accusing them of breaching their fiduciary duty to two million past and present Walmart workers. The suit was settled in Kansas City federal court.

Shrinking margins in the independent broker-dealer space have prompted another independent broker-dealer, Seattle-based Pacific West Financial Group, to close its doors.

The latest "safe haven" for investors appears to be, once again, gold. But this time, the avenue they’re taking to get the bullion into their portfolios is the exchange-traded fund.

The coming year will pose new questions about how to handle debt internationally and shape up as a new test for the U.S., in what will likely lead to a low-growth environment for investors.

Forty-six percent of Americans surveyed by Fidelity Investments cite saving more as their No. 1 financial resolution for 2012, and among this group, the median savings target is $2,400, up from $1,200 last year.

Since 1977, the Gateway Fund has tried to shield investors from the bear market's bite. Here's how.

Equity-income funds provide a buffer against extreme market volatility.

To see if mortgage REITs might be right for your clients, analyze these companies like the levered bond funds they really are.

NYSE Euronext said its trading in futures and options was up slightly in November. But stock trading in the United States was down 10% from a year ago.

Here are this year’s best bank-based financial advisors and the secrets to their success.