Updated Monday, November 24, 2014 as of 3:05 AM ET

Portfolio

Deutsche Bank AG, Germany’s biggest lender, swung to a loss in the third quarter after setting aside 894 million euros ($1.1 billion) to cover the costs of settling investigations of past wrongdoing.  More »
Clients who retire early should consider withdrawing from their 401(k) with an eye toward delaying Social Security; Plus, a new way that 401(k) participants are able to convert their savings into steady retirement income.  read more »
With a wider gap in tax rates, moving reported income among family members could have a big payoff. Advisors should consider a few if these strategies.  read more »
Changes in the industry confront asset managers on several fronts. Michael Rawson, an analyst covering passive strategies on Morningstar's manager research team, shares his expectations on the outcomes these industry shifts will bring.  read more »
The two self-regulators are proposing rules that would require dealers as principals to disclose to customers a “reference price” of the same security traded that same day as well as the difference between that price and the customer’s price.  read more »
The Supreme Court agreed to review a challenge to the tax subsidies allowed under the Affordable Care Act, a critical aspect of the law meant to help uninsured individuals better afford health care coverage.  read more »
One is to check how much you've contributed to your 401(k) plans and IRAs; plus, how to determine the "funded status" of personal retirement plans and the steps to take to ease post-career anxiety.  read more »
Company founder filled account with stock that wasn't publicly traded and used low values to stay technically under the contribution limit; plus, jumbo-loan challenges for retirees and how to avoid the Medicare surcharge.  read more »
The likelihood that a powerful tech innovator such as Google will enter the asset management space and upend the market has increasingly become a matter of concern and speculation within the financial industry.  read more »
Recent tax laws added complexity—not to mention “sticker shock”—to clients’ tax obligations. But with smart planning, you can alleviate some of the pain.  read more »
Image: Bloomberg
With part of Nicholas Schorsch's real estate empire fracturing into warring factions, a chunk of his fortune may depend on whether RCS Capital can distance itself from the accounting missteps at American Realty Capital Properties.  read more »
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