Portfolio

High-income workers can contribute more than $30K to their Roth IRA every year despite contribution limits imposed on this type of retirement account; plus, how investors can use the drop in oil prices to boost retirement income.

Big producers continued to strike out on their own in 2014. See the year's biggest breakaways.

Retirement calculators only give an opinion of the sufficiency of retirement savings and do not provide an accurate assessment; plus, what to do when markets tumble.

Advisors still have time to come up with significant savings for their clients.

The industry saw ETF inflows break a record, Russell Indexes liquidating a fund and mergers between asset manager service providers.

Citigroup and Goldman Sachs Group were among 10 banks fined for failing to shield analysts from pressure to promote stocks a decade after a U.S. crackdown sought to end Wall Street conflicts of interest.

The tax and financial advantages of a charitable gift annuity are substantial, but sometimes oversold. Make sure donor clients understand how these annuities work.

Former Convergent Chairman Steve Lockshin offers his take on events and issues surrounding the suicide of his friend, ex-Convergent CEO David Zier.

TK

Two advisors have been hit with fraud charges for allegedly misleading clients about a hedge fund managed by an investment novice and debt collector.