Investment insights

CEO Laurence D. Fink, who last year said he would invest 100% of his personal wealth in equities, said pension funds won't meet their liabilities unless they put more money in stocks.

As is typical in periods when there’s the prospect of higher inflation, investment interest in collectibles is growing, and art prices in particular having been setting records. But do these represent safe vehicles for protecting your clients’ assets?

Sixty percent of CFOs believe the state of the U.S. economy will remain stagnant or worsen during the next six months, according to a new survey by Grant Thornton.

Instead of simply screening out trouble areas, impact investing refers more broadly to the alignment of clients' values with their portfolios. Here are seven smart strategies.

McGraw Hill Financial’s Standard & Poor’s unit said the U.S. government has broadened the securities covered in its fraud lawsuit against the ratings company so that the case would be unmanageable at trial.

Long-term municipal bond volume continued to trail last year’s pace as issuers sold 31.3% less in November than they did during the same period last year.

After holdings of U.S. debt surged to a record $1.89 trillion in 2012, lenders from Citigroup to Bank of America and Wells Fargo are culling for the first time in six years and amassing dollars.

Assets have nearly doubled for direct-investing platforms, but wirehouses still reign.

Clients tend to focus on the best investments they didn't invest in last year. Here's how to break them of the habit.

Are these tax-efficient vehicles the best way for your clients to donate to charitable causes?

The former financial bigwig talks candidly about her time in the industry, very public job losses, new networking venture and why white guys are failing to make wealth management truly diverse.

The mass-affluent are getting more serious about long-term financial objectives, although there is still a major gap between their retirement savings and retirement goals.

After 30 years of declining rates, this past spring was a modest reminder that the tide also rises. The next time will be a disaster unless your clients act now.

Breaking out of the traditional allocation model to include a much broader range of investment categories and using relative strength principals to reallocate frequently may be one way to achieve stronger results for clients.

An annuity offers the investor income for life -- for a price. Considering the return on investment, how do annuities compare to bonds?

Increases in medium- and long-term interest rates still pose risks, but the Federal Deposit Insurance Corp.'s Quarterly Banking Profile revealed that a rate recovery can also have advantages.

As November draws to a close, we looked back on some of our most popular stories. Here are the month’s top picks.

November's hot stories were a wide ranging lot. Check out this month’s big winners.

Canada Pension Plan Investment Board named Benita Warmbold chief financial officer as part of a management shuffle at the country’s largest retirement-fund manager.

The booming stock market rally of recent years makes now a prudent time for advisors to revisit what we learned about modern portfolio theory and apply those lessons -- before we find ourselves in the middle of another down cycle when mistakes snowball.