Investment insights

The Morningstar Awards recognize the best ETF firms as well as Morningstar ETF Category Winners for two classes of investing objectives, Investor and Trader, based on total cost of ownership and performance.

A second quarter report found growth in both ongoing net contributions and positive investment returns, and across a range of retirement account types.

Treasuries fell for the first time in three days as U.S. lawmakers made progress on passing a budget and ending a partial government shutdown, curtailing demand for the relative safety of debt.

Successful San Francisco advisor says the strategy has helped her own firm's business -- as well as progressive causes.

The vast majority of Americans 25 and older with more than $200,000 in investable assets surveyed in the Allianz Life 2013 Investor Market Perceptions Study say they are seeking some form of protection from losses as they accumulate assets for retirement.

Pimco's Bill Gross said the U.S. will avoid a “catastrophic” default on Treasury securities even if lawmakers fail to raise the debt ceiling.

Investment advisor James Christy, of Northwest Financial Federal Credit Union, has Washington connections, but he's not seeking business on the Hill. He's got plenty of referrals to build a book in the suburbs.

Webster Bank is a decidedly local bank but when it comes to its investment and wealth management services, its thinking is distinctly global.

How do you convince mass-affluent clients to think more globally with their investments?

The time to lean more heavily toward domestic options has passed. Instead, experts are looking across our borders for tomorrow's opportunities.

Breathe new life into a stalled bank investment program with a few strategic fixes. One spoiler: More advisors aren't always better — look for quality instead.

As their advisor, you need to know if they need a safety net or if they can walk a tightrope when things look bleak.

Expected interest hasn't materialized for Merrill Lynch's offerings in the non-traded REITs asset class.

Bank of America's new campaign looks to tap into millennial demand for values-based strategies.

A run-down of the stories in this issue, which includes a discussion of alternative investments.

Is your firm prepared for the transfer of assets from your clients to their heirs?

Our 7 honorees have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Meet this year's winners.

PORTFOLIO INNOVATOR

Low rates and longer lives make the conventional wisdom of 4% withdrawal rates obsolete.

Bank CEOs John Allison, Ed Wehmer and David Zalman blended good-natured banter with insights on breaking the $10 billion-asset barrier, the danger of bank buyers paying too much and changing attitudes about M&A at an industry conference this week.