Portfolio

TCW’s Metropolitan West Total Return Bond Fund collected more money than any other bond mutual fund in the year following Bill Gross’ sudden departure from Pimco.

The PureFunds ISE Cyber Security ETF launched in November. By July, The fund, listed as HACK, attracted $1.4 billion - one of the fastest ascents in ETF history.

Price swings in emerging-market stocks widened to the most in four years and currencies slid to a record in a sign the Federal Reserve’s decision to delay an interest-rate increase is leaving investors more nervous instead of calming them.

The recruit and an already independent advisor opened their own wealth management practice on the independent side of Wells Fargo.

More than half of American workers are somewhat confident or very confident that they'll be able to retire comfortably. Generation X, true to form, is the most pessimistic.

The Internal Revenue Service has issued 2014-54 to simplify the process for 401(k) participants who convert their after-tax contributions to a Roth IRA; Plus, the basic rules for calculating, withdrawing RMDs from retirement plans.

Advisor interest in alternative investment training is booming as they seek to better explain and sell their clients on alt offerings.

By taking a 6.3% stake in LPL, activist investor Marcato Capital is expected to push for big changes, as it has at public companies such as BNY Mellon and Sotheby's.

The heart of the initiative is helping the apprentices build up their own books of business by emphasizing prospecting skills – including cold calling.

Advisors can get a leg up with a deeper understanding of the correlation between oil prices and natural resources funds.