Updated Friday, October 31, 2014 as of 10:12 AM ET

Portfolio

Do the instruments make sense in an low-rate environment? And if so, should you build them in-house? Get tips from fixed-income experts.  More »
Aequitas Capital is hoping to woo advisors with an unusual but potentially potent pitch: its expertise in alternative investments.  read more »
Despite a decrease in profit in its wealth management division, Credit Suisse Group, Switzerland’s second-biggest bank, reported third-quarter profit that beat analysts' estimates as revenue from trading fixed- income products soared.  read more »
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  read more »
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  read more »
How Motif Investing Is Targeting Advisors
The October Issue is now online!


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