Portfolio

To help identify fraudulent advertising , advisers will be required to create and maintain documents that demonstrate performance calculations or returns.

Clients can beat a costly pitfall that comes after missing a 60-day window on IRA rollovers by giving the agency their side of the story under a newly relaxed rule. Plus, ways to save when clients are too old for traditional IRAs.

Hedge fund manager Bill Ackman maintained his bet against Herbalife even after the company reached a $200 million settlement with the U.S. Federal Trade Commission.

After a five-year slump marked by mine closures and losses, gold producers are now worth twice what they were in 2015.

One concrete step for advisers is to work with a care manager and a knowledgeable elder lawyer to petition the court to appoint a guardian or conservator.

The group includes two recruits who began their careers in the late 1970s.

The recruit joined a practice opened by a former complex director from the same wirehouse.

Eligible taxpayers can now qualify for a waiver of the 60-day time limit and avoid possible taxes and penalties on early distributions, if they meet certain requirements.

A class of investors that includes foreign central banks and mutual funds bought a record amount at the $34 billion debt sale.

For one strategy, clients should create income streams that have built-in protection, such as Social Security and long-term insurance.