Investment insights

Employees are putting more money into their 401(k) plans and Health Savings Accounts, according to a new study from Bank of America Merrill Lynch.

Of the 296 funds that picked up Lipper U.S. Fund Awards this year, only nine were peer-group winners for all of the eligible time periods. See the list here.

Of the 296 funds that picked up Lipper U.S. Fund Awards this year, only nine were peer-group winners for all of the eligible time periods. See the list here.

Across two generational groups, women say they plan to stick with their current planner.

Advisors buoyed by retirement activity, rising risk tolerance.

For RCS Capital's expanding empire of advisors and broker-dealers, the sweet spot will be $300,000 to $3M accounts.

With tactical managers for nearly everything, the hardest part is evaluating these offerings for clients because they all sound great in theory. Here are some ideas on how to approach the evaluation process.

See how the sequence of returns affects portfolios differently by comparing three types of clients.

Under Obamacare, advisors can direct clients to health savings accounts, which they can use as medical IRAs.

Investors can still get performance from the region if they know where to look, say the managers of Matthews Asian Growth & Income.

The ranks of America's richest investors are growing and so is their optimism, with confidence among global high-net-worth investors reaching pre-crisis highs.

The ranks of America's richest investors are growing and so is their optimism, with confidence among global high-net-worth investors reaching pre-crisis highs.

As fixed-income bets disappoint, multisector bond funds have gained notice. But not all advisors are smitten.

Emerging-market stocks headed for the steepest weekly drop since June while currencies weakened amid growing concerns that China's economic slowdown and Russia's standoff with the West will spur capital outflows.

The variable annuities sector stabilizes as issuers find a balance between provider risk and client protection.

Retiree optimism is an encouraging improvement and most likely correlates to a stronger stock market and the prospect of higher interest rates in the future, says Wells Fargo executive.

Family office execs report a rise in direct investments and so-called club deals as hedge funds fall out of favor. ''Families want to be in control," says one consultant.

To protect clients, make sure you understand the difference between regular dividend increases and "extra" or "special" dividends.

Credit Suisse Group, which runs Asia's third-largest private bank, will step up lending to first-generation business owners as it seeks to build relationships with potential wealth-management clients.

Driven by a continued steep decline in refundings, long-term municipal bond issuance remained paltry, with the lowest February volume since 2000.