Portfolio

With the tax deadline approaching, investors are deciding whether to convert from a traditional IRA to a Roth IRA. But before they do, advisors have one more conversion strategy: the “charitable offset” strategy.

High-yield can offer two things clients desperately want: a decent return and a healthy safety net they can’t get from stocks.

In an opinion piece in The Wall Street Journal, Charles R. Schwab, chairman of Charles Schwab Corp., spelled out the grave danger that the near-zero fed funds rate poses for senior citizens.

SEC May Put Cap on Derivatives Exposure

UMB Fund Services has renamed its Alternative Investment Services division JD Clark & Company, the company said today.

Confidence among millionaire investors rose in March, according to a Spectrem Group monthly survey, even as confidence amongst affluent investors declined.

Health savings accounts (HSAs) are unlikely to cover healthcare costs in retirement unless contribution limits on the plans are raised and interest rates rise, the nonpartisan Employee Benefit Research Institute (EBRI) said in a new report.

Fixed and variable annuities sales are very sluggish, while mutual fund sales have taken off.

Asset managers have come a long way since the financial crisis to earn back a significant amount of the revenue and earnings lost since the fourth quarter of 2007.

Advisor confidence in the economy and the stock market improved in March as a majority of advisors said they think unemployment has finally steadied.