Portfolio

Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio.

Buy an index fund and let the bull market guide you to a 44% gain. Most money managers who actually pick stocks couldn't match the Standard & Poor’s 500 Index, let alone beat it. Thanks to three weeks of volatility, that’s beginning to change.

Focus partner firms managed $31 billion and advised on another $10 billion, according to their recent ADV filings -- considerably less than the $70 billion in "total client assets" the firm had previously publicized.

Two Merrill Lynch advisors left the wirehouse for independent firm Snowden Lane Partners.

There are 13 states that subject Social Security benefits to tax; Plus, why investors shouldn't hold an annuity in their Roth IRAs.

A new Morgan Stanley Wealth Management study looked at investor sentiments on domestic and global economies.

To create this ranking, we took our RIA Leaders list of the top fee-only independent RIAs, then calculated the average client account size. The results were illuminating.

Defense in the cyberworld is difficult. The invisible duplication of information is intrinsic to computerized systems. Adding to this complexity, we now use global-spanning IT systems with numerous known and unknown dependencies.

BB&T and KeyCorp's quarterly results showed how more diversified regional banks can turn to their insurance sales, investment banking and other fee generators for backup until interest rates improve. Whereas the smaller Huntington Bancshares needed strong loan growth in a quarter (and year) when fees fell.

PRIMECAP, Dodge and Cox, Western Asset and Boston Partners are the latest winners of the Morningstar U.S. Fund Manager of the Year awards.