Since Jan. 1, 2012, 14 companies have completed or announced deals that allowed them to cut their tax bills by moving their legal address outside the U.S. through a merger.

Robert Reynolds, who built the industrys biggest 401(k) business while at Fidelity Investments, is seeking a reprise.

Social Security benefits could be means-tested for the wealthy, but how might it happen, and what can you do to prepare clients for it?

Advisors were increasingly focused on portfolio management in the first quarter of 2014, while fixed-income also remained at the top of their minds, according to Fidelity.