Portfolio

Pimco's biggest mutual fund trailed a majority of peers for the second straight year after missing a rally in longer-term bonds and betting incorrectly that inflation would rise.

The IRS will begin accepting tax returns electronically on January 20. Paper returns will begin processing at the same time.

The past year has taught retirement investors that stocks will produce yields despite volatility; Plus, the biggest risk investors are taking with their retirement nest eggs.

Planners say they are giving overseas markets a fresh look.

How clients can face higher taxes on gains paid by underperforming mutual funds, shrink their tax footprint and spend their tax refund wisely.

Independence has a growing value both to clients and to would-be acquirers. See how the top firms are standing their ground. Plus: Top 100 rankings and 50 fastest-growing firms.

This is a critical time for the industry, with demographic and technological shifts creating tectonic pressures. Here are a few trends all advisors should follow.

As organizations grow and develop different cultures, they require varying skills. Make sure you're able to adjust.

Changes to the RIA Leaders rankings illustrate a hard truth about the industry.

You'll get a stronger group effort if you emphasize common vision, diverse skills and open communication.