Portfolio

While France has devised a plan to roll over Greece’s debts and the Greek parliament -- in the face of a national strike and major protests -- just passed austerity measures requested by the European Union, these early signs that worst of the Greek debt crisis is over doesn't mean investors can relax and assume all is well.

After a brief recovery in May the State Street Global Investor Confidence Index fell back below 100 in June, losing 5.1 points to settle at 99.2.

In the first of a two-part series, Adam Moseley, managing director of Schwab Advisor Services' technology consulting group, explains how RIAs can get the most out of their IT investments.

In a recent survey of nearly 3,300 working Americans to determine current levels of retirement preparedness, Putnam Investments identified three key variables that boost workers’ retirement savings, regardless of their income: consistent, long-term saving, access to financial advice and workplace savings plans.

Memories of the 2008-2009 market crash are keeping Baby Boomers from investing at a time when many are fearful they'll outlive their retirement savings, according to a new survey by Allianz Life Insurance.

Securities Fraud Attorney Mark A. Tepper has filed a new round of claims with the Financial Industry Regulatory Authority (FINRA) against Minneapolis-based Questar Capital, alleging “failure to supervise” a Questar Capital broker-dealer named Edward Gelb.

If your clients have money in retirement accounts they won’t need to live on, they can put that money into a Roth IRA and avoid paying taxes on any gains. Now, grandkids can inherit up to $5 million tax free.

Investors -- institutional and individual -- continue to be cautious, favoring conservative funds within the equities area and favoring debt over riskier investments. But any sense of serious worry among investors seems to be waning.

The new tool ranks the safety of 44 countries' bonds, with Norway topping the list thanks to its low debt and comparatively fewer risks from abroad while the U.S. checked in at No. 15.

Two former employees at ICAP’s mortgage backed securities desk sought more than $75 million from their former employer.