Financial planning

Converting a traditional IRA to a Roth account before year's end can be a great strategy in tax planning; Plus, the myth of the dumb 401(k) investor and the new wage base for 2015 Social Security taxes and benefits

The Internal Revenue Service issued two items of guidance Wednesday in response to the need for charitable and other relief due to the Ebola outbreak in West Africa.

Looking for highly-rated U.S. equity mutual funds that don't rip you off in fees? Here are 10 good bargains, according to data on Morningstar.com.

"We have to continue to grow and we'll be looking at acquisitions, mergers, tuck-ins and roll-ups, all of the above," says Mark Allen, president of Nebraska-based Allen Capital Group.

The SEC has moved ahead with rules mandating that many advisors implement policies and procedures to help shield their clients' information from scammers.

Ameriprise CEO Jim Cracchiolo credited growth in the firm's fee-based businesses and wealth management unit for the company's robust overall performance.

"This is a head-on counterattack and is definitely making the [digital] space a lot more competitive," says William Trout, a senior analyst for Celent.

American Realty Capital Properties, the biggest U.S. owner of single-tenant properties, said its financial statements are inaccurate and replaced its chief financial officer and chief accounting officer.

Where should clients put income from a side consulting job when they've maxed out their retirement plan contributions?; Plus, one of the most important retirement decisions you need to make; And don't the next downturn undermine your retirement.

The startup's software could make basic planning available to a much broader audience than the industry currently serves.

Pacific Investment Management, seeking to stem redemptions after its co-founder Bill Gross left unexpectedly, was dropped as manager of a $6.16 billion strategy offered by a unit of Prudential Financial.

Want to insulate your firm from future crises? A few moves look sure to offer a payoff whether equities soar, plunge or just muddle along.

Looking for possible investments for the next market decline? Here are the top 10 funds based on how they performed during the last sustained bear market; specifically from October 2007 to March 2009.

Millennials feel guilty about this common financial decision—but they shouldn't; How is Partners Group solving the 401(k) puzzle?; How to fund retirement with your life insurance

BlackRock, the world’s biggest money manager, cut fees on certain share classes of three fixed- income funds as the departure of Bill Gross from Pacific Investment Management is sending billions of dollars to competing firms.

Convergent CEO David Zier's death followed inquiries into his management of an outside fund, according to Chairman Steve Lockshin.

When cash, commodities and other assets stumble, it is tempting to eliminate them from a portfolio. Run the numbers first, though.

Strong details and carefully executed plans make for a positive transition.

The independent broker-dealer has added former LPL affiliate Nelson & Nelson Wealth Management of Camarillo, Calif.

But the asset allocation and rebalancing service will launch first for retail before rolling out to Schwab advisors.