Portfolio

U.S. House Republicans are proposing a 7.7% cut to the IRS budget, setting the boundaries for a budget standoff over the next few months.

State Street Corp., which opened the first U.S. exchange-traded fund in 1993, is starting its first currency-hedged ETF.

The retirement account faces three significant forces that will shape its future: regulatory reform, demographics and expanded coverage. See how they're likely to play out.

For clients who want to benefit from M&A, one option is to invest in sectors that are in the hot areas of activity. Another is to buy ETFs that zero in on the stocks of companies engaged in acquisitions.

Pershing will give advisors digital tools; Capitol One gets in the game with a hybrid robo plan.

Divorce is increasing among people aged 50 and up, which affects lifestyle and financial independence; Plus, 401(k) mistakes to avoid.

It was only the second time in a decade that the funds have shrunk at the start of June, in part because it coincides with a period when investors get paid from maturing debt and interest.

First-quarter annuity sales fell to $52.7 billion, a 6.9% decrease from the previous quarter.

The $4.3 billion iShares 20+ Year Treasury Bond ETF saw investors withdraw $1.7 billion of cash in the six weeks ended June 5.

Advisors who are thinking of starting their own firms need to understand that compliance is as essential to their business as any other aspect.