Portfolio

The iShares fund saw the second-biggest inflow in its 18-year history after the central bank said it would begin buying corporate bonds and credit ETFs.

“[By extending the tax deadline], they automatically extended the deadline to make an IRA contribution last year,” an expert says.

Whether you’re in search of a roadmap, strategies — or peace of mind for your clients — these recommendations fit the bill.

Troy Erickson, a former Smith Barney manager, reunites with ex-colleagues at the fast-growing firm at a challenging moment.

The amount of financial advisors changing firms doesn’t capture the breadth of the challenge broker-dealers face to retain them, recruiter Jodie Papike says in an episode of Financial Planning’s podcast.

To hear some regulators tell it, “commission” is code for churning — but the fee-based vogue gives rise to reverse charges, writes Mark Elzweig.

After becoming unmoored in recent weeks as bond market liquidity dried up, funds that stand to benefit from the central bank’s buying are now rallying.

If they plan to use them for current spending, “then the timing of the distribution would not matter for tax purposes,” an expert writes.

Morningstar finds that active managers have left a lot to be desired.

Clients are advised to minimize spending and tap possible sources of cash and credit, including their tax refund.