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This type of insurance will not cover a policy holder's expenses for the first 180 days of care, a major concern for those without substantial savings; Plus, how to make the most from a Roth IRA.

The more portfolio managers invest in their own funds the better, according to a recent Morningstar study.

How to find and understand the three website metrics advisors should care about.

President Obama's nomination of a former community banker to fill one of two vacant seats on the Federal Reserve Board is in danger of withering on the vine as a number of concerns conspire to significantly slow the process.

A Charles Schwab advisor left the firm where he managed about $350 million in client assets, according to a firm spokesman.

The world's largest bond fund has cut back on U.S. securities as yields are expected to rise this year.

Victims of identity theft are continuing to experience long delays and errors in receiving their tax refunds, according to a new report.

Firms still have many managers deep within their benches that have found strategies to deliver significant returns for investors.

Pimco’s Total Return Fund, the world’s largest bond fund with $117.4 billion in assets, has cut way back on its holdings of U.S. securities.

With just hours remaining before the April 15 deadline, here are last-minute strategies worth considering.

With just hours remaining before the April 15 deadline, here are last-minute strategies worth considering.

If you’re scared of an audit by the IRS, there’s less to fear these days. New data show that budget cuts at the IRS mean the agency is investigating fewer wealthy taxpayers.

The firm says they "are pleased to welcome" Thomas Buck and his team.

Clients who want bigger investment returns can supplement their target-date funds by directing 40% of their assets to small-cap value stocks; Plus, why investors will need less money for retirement than they think.

Never heard of James Miles and David Green, the fund’s managers? That’s no surprise. They’re part of a group whose visibility is diminishing fast: famous stock pickers.

“Asset managers are still giving a ‘free liquidity option’ to investors,” one analyst wrote. “Investors will have to eventually pay for this either upfront, or in terms of higher volatility.”

The proposed consolidated database would bring together BrokerCheck and IAPD and include data on unregistered financial professionals across the industry.

The IRS plans to take further steps to discourage taxpayers from exceeding the limits on contributions to individual retirement accounts within a single year.

The fast evolution of technology has many industry leaders trying to figure out whether robo advisors are a threat, a tool or something else entirely.

The two advisors move between the super regionals.