Portfolio

Employees may express interest in annuities, yet few retirement plan sponsors are rushing to offer them within their 401(k) plans.

Analysis: Smaller firms may sometimes require more due diligence for advisors considering a move. Here's what to look for.

Warnings of a liquidity crisis in the bond market are a myth created by Wall Street in hopes of repealing regulation, said Krishna Memani, the chief investment officer of OppenheimerFunds.

Which banks are advisors moving to? Six recently switched to Red River Bank, U.S. Bank and Wilmington Trust.

Retirees can expect no inflation adjustment in their Social Security benefits in 2016; Plus, the cheapest and most costly states for retiree health care.

The changes may lead to more short-term trading, not less, says broker and tax expert Robert Gordon.

Commentary: All signs point to the need for advisors to change, simply in order to remain relevant to clients and prospects.

Investors yanked the most money in five weeks from municipal-bond mutual funds after Puerto Rico defaulted on debt.

Manulife Financial, Canada’s largest insurer, posted earnings that met analysts’ expectations as gains in insurance and asset management were tempered by rising interest rates.

A Hilliard Lyons wealth manager goes the route of independence after spending than a decade in the employee channel.