Portfolio

Less than half of advisors bill for advice on outside accounts.

Fidelity Investments expects its retirement assets to continue to increase this year as both employers and employees become more engaged with 401(k) plans.

Fidelity International has fired two Hong Kong-based fund managers for what it said were breaches of its ethics policy.

Combined assets in the nation's mutual funds decreased by $234.5 billion, or 2.1% to $10.886 trillion in January, according to a survey by the Investment Company Institute.

Combined assets in the nation's mutual funds decreased by $234.5 billion, or 2.1% to $10.886 trillion in January, according to a survey by the Investment Company Institute.

If the U.S. mutual fund industry would like a clearer picture of what would happen to sales if fees—particularly up-front, sales load, 12b-1 or 401(k) fees—were disclosed, it need only take a look at the disastrous results in India.

The American Council of Life Insurers is taking issue with a proposal by the White House to tax the “non-earned” income — for advisers, this includes annuity income — of people making $200,000 or more per year at 2.9% to help pay for Medicare.

Traditional value has its fans Benjamin Graham for one but Evermore’s David Marcus says that approach can lead to a “value trap.”

Whitehouse plans to tax the “non-earned” income of high earners to pay for Medicare could hurt annuity sales, claims a lobbyist for the insurance industry.

Although women are just as optimistic as men about the stock market, women are much less confident about their investment decisions, according to a survey by MassMutual.