Portfolio

President Obama's proposal for encouraging low-income Americans to set money aside in accounts with tax advantages is a limited step that may help bolster retirement savings.

Both regulators have identified rollovers as a priority for their 2014 examinations, putting brokers and advisors on notice that they plan to scrutinize how they are working with clients who are planning for retirement.

As waves of baby boomers head into retirement, state and federal regulators expect to take a hard look at the programs firms have in place to ensure they are selling elderly investors appropriate financial instruments.

Most advisors make housing choices in their own lives, but fail to aid clients facing the issue, according to a Legg Mason survey of 506 advisors.

Wealthy investors remain bullish on the investing environment in 2014 and see the U.S. as the best place to put their money, according to a survey released today by Morgan Stanley.

Pimco named four deputy chief investment officers in an overhaul of its leadership team after Mohamed El-Erian's decision last week to step down as chief executive officer.

President Obama's inclusion of retirement security in Tuesday night's State of the Union Address was mostly welcomed by the benefits community, but left some disappointed by a perceived "attack" on the 401(k).

The iShares MSCI Emerging Markets Index exchange-traded fund fell to a five-month low as an increase in interest rates from Turkey to South Africa failed to prop up currencies. Russia’s ruble slumped to a record low.

Tax law changes may make it harder for advisors to show how specialized services are vital. Here's how to adapt.

Puerto Rico debt is rallying the most in two years, even under the threat of a cut to junk, as the commonwealth prepares to sell bonds for the first time since August.