Portfolio

Assets under management at Nancy Prior’s group, which includes bond and money market funds, have grown from $714 billion under her leadership.

Along with other decisions, dating the amount of money they need to withdraw would help them in retirement planning and spending.

The recruits include a father-son duo from UBS.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

The bank continues to struggle with attrition due to scandals, regulatory scrutiny and a graying workforce.

The ace dealmaker oversaw 90 acquisitions in 13 years while at United Capital.

David Vogel, who spent five years using data to study the impact of global warming, is starting the fund as pensions and large investors increasingly seek ESG investments.

The potential for higher taxes next year may accelerate deals.

Failing to pay taxes on side-gig earnings and keeping faulty records of business-related expenses must avoided to prevent an excessive tax burden.

This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.