Investment insights

BlackRock, the biggest provider of exchange-traded funds, is ramping up its fight with Vanguard Group for U.S. retail investors by doubling the number of funds in its low-fee “core” series.

While some in the industry have expressed reluctance, Krawcheck says other advisors and institutional investors are intrigued.

For advisors, there are significant non-portfolio issues to consider when interest rates finally increase.

Wall Street veteran Sallie Krawcheck is putting her name behind a new index fund that before its re-launch suffered dismal long-term performance. Will advisors be interested?

Morningstar is offering DIY investors direct access to its separately managed accounts -- should advisors be worried?

In grading investment performance, it turns out that consistency is even more important than asset allocation.

If you’re comparing a multi-asset client portfolio to the S&P 500, you’re setting yourself up for trouble.

BlackRock has spent three years crafting a new type of actively-managed exchange-traded fund that's stoked optimism in the U.S. for expansion of the $1.8 trillion industry. The world's biggest money manager is confident the product will work, except the market will be a dud.

Citigroup Inc. Chief Executive Officer Michael Corbat said volatility probably will rise later this year as investors get more aggressive to reach their annual goals.

Once obscure, business development corporations, small business investment funds, are attracting attention.

Money market funds and liquid bank accounts currently lack returns but offer safety as well as liquidity.

BlackRock's Laurence D. Fink, who oversees the world's biggest exchange-traded fund lineup, said leveraged ETFs are a structural problem and have the potential to "blow up" the industry.

Money market funds and liquid bank accounts currently lack returns but offer safety as well as liquidity.

Experts debate the best options for advisors to use in the income-producing portion of client portfolios.

Saving a few basis points on expenses is nice, but the critical issue is finding an ETF that does what you want it to do.

Saving a few basis points on expenses is nice, but the critical issue is finding an ETF that does what you want it to do.

High-speed trading isn’t such a big problem for investors - but the underlying structure of the U.S. financial markets just might be.

Some assets work best in a tax-advantaged retirement plan while others belong in a taxable account.

Some assets work best in a tax-advantaged retirement plan while others belong in a taxable account.

Staggering income annuities may help address clients' anxiety about long life expectancy and low investment yields. Here are two different approaches.