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New websites offer a higher yield alternative for the fixed-income segment of a portfolio.
February 2 -
Clients misunderstand a lot of factors regarding the impact of property ownership on their tax obligations. Here's how to make sure they stay one step ahead.
February 2 -
Have your clients started talking about adding oils to the portfolio? Here are a few guidelines to remember.
February 2 -
As lifespans lengthen and the housing market rebounds, some advisors are reconsidering real estate as a long-term investment for their older clients.
February 1 -
The mutual fund and ETF industries are creating new products that could offer the benefits of hedge funds without the high fees and minimums.
February 1 -
U.S. stocks rose from a two-month low while Treasuries and gold fell as data showed rising consumer spending and corporate earnings beat estimates.
January 30 -
An agency risk alert critiques the due diligence processes that investment advisors are using when recommending such investments as hedge funds, private equity funds, or funds of private funds.
January 28 -
Jeff Altman and John Paulson, two of last years best-performing hedge-fund managers, are predicting that stocks will continue their rally in 2014 even as the bull market approaches its sixth year.
January 21 -
U.S. stocks fluctuated as investors scrutinized data showing a slowdown in jobs growth for clues on the pace of Federal Reserve stimulus cuts.
January 10 -
FINRA alleges that the firms' advisors sold two types of highly risky ETFs that even they didn't understand.
January 9 -
Chinas stocks rose, led by energy companies after Offshore Oil Engineering Co. reported a jump in profit. A gauge of small-company shares headed for a record.
January 9 -
It has been quite the ride for gold: from under $500 an ounce decade ago, to above $1,900 in 2011, gold gained more than 400%.
January 8 -
Investors prizing Princeton University bonds have fueled gains relative to top-graded municipal debt.
January 8 -
The Consumer Financial Protection Bureau could consider expanding exemptions for small lenders from its qualified mortgage rule after it goes into effect on Friday, according to Richard Cordray, the agency's director.
January 8 -
Investors poured a record $191 billion into U.S.-registered exchange-traded products last year, topping the previous peak of $187.2 billion set in 2012.
January 7 -
During a year in which Japan stocks were the top performers in the benchmark MSCI AllCountry World Index ex-U.S., the fund was light on that country as its managers took a wait-and-see approach to the Bank of Japan's aggressive (and, in the end, highly successful) asset-buying program.
January 6 -
The priority for mutual fund and ETF managers in 2014 will be operations and technology.
January 6 -
Legal & General Group Plc, the largest manager of U.K. pension assets, agreed to sell an office building in Londons Midtown district to Orchard Street Investment Management LLP for 85.1 million pounds ($140 million).
January 6 -
Alternative investment funds underperform equity and bond funds and don't always provide the low correlation investors seek. Why bother with them at all?
January 1

