Andrew Shilling

Although its fees are higher than other thematic offerings, similar products from Ark Investment Management have outpaced their peers. Plus; other launches.

Recently, higher interest rates and stock market volatility have undermined gains.

The good times in munis aren’t likely to last as the Fed’s push to boost interest rates will hamper future results, an expert says.

A small proportion of parents are investing in the program for their children, however new analysis suggests that may be changing.

High-fee managed futures, energy limited partnerships and multi-alternatives products topped this list.

With two months left in 2018, clients can still take advantage of these tax hacks.

Factors including low interest rates may have contributed to success.

Clients nearing retirement should consider standard and itemized deductions and choose the option that will generate the bigger savings.

Those with outflows cost clients more than twice as much.

Tax overhaul has scrapped taxes on a child's excess unearned income at the same rate as their parents.

Standout firms and individuals were awarded by NICSA their efforts in transforming industry operations.

The crash of 2008 was intense but, in hindsight, short-lived. Market gains began a few months afterward and have continued with few exceptions.

Certain clients may consider donating directly from their IRAs.

The IRS estimates alternative minimum tax filings will decrease to 1 million from 10 million as a result of the law.

One way to avoid the additional burden is to take advantage of tax-deferred retirement accounts.

The expense ratios for these funds were closer to that of the average actively managed equity mutual fund.

Clients preparing for a life-altering event — such as marriage, divorce or a new baby — are advised to start getting their paperwork in order.

Fees were nearly half the price of the top-performing active funds.

Wealthy families can enjoy a $2,000-per-child break with the expansion of the child tax