Portfolio

The restructuring comes as a competitor enters wealth management data aggregation.

A closed phone line to IRS support could present a significant challenge, particularly with changes to forms like the 1040, experts suggest.

Federal employees who retire during the partial government shutdown would have to wait a longer time to take retirement distributions from their savings plans.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.

High-yield and leveraged loan funds “rebounded incredibly strongly (too strongly, possibly),” a strategist writes.

The Janus Henderson Global Unconstrained Bond Fund has experienced 10 consecutive months of redemptions, underperforming 80% of peers.

The firm’s newest recruits come from Merrill Lynch and Wells Fargo.

Mark Wiedman’s takeover as head of international and corporate strategy could be a sign of larger changes ahead, a memo suggests.