Investment insights

What's next for financial advisors? How will wirehouses, banks and RIAs continue to evolve in the coming year? Tiburon's Chip Roame explains 15 key trends that every advisor must keep an eye on.

Pimco's 13-month-old exchange-traded fund is attracting more cash than the firm’s flagship Total Return mutual fund as investors join Bill Gross in preferring ETFs for bond investing.

Despite their growing optimism, most small and mid-sized business owners are planning to hold off hiring for the next six months.

When looking to spread the word about mutual funds and other investment strategies to Generation Y Investors, financial services firms should consider new media, according to Cambridge, Mass.-based consulting firm Cogent Research.

Investors were more positive toward stocks, balanced mutual funds and real estate in the first quarter this year than they were in the previous quarter, according to a John Hancock survey.

Mutual funds and exchange-traded funds, excluding money market funds, recorded net inflows of $4.5 billion for the week ended March 27, according to Lipper.

Total money market mutual fund assets increased to $2.629 trillion for the week ended Wednesday, March 27.

Advisor sentiment slips after a giddy start to the year, as clients sound a cautious note.

How do returns from these two types of equities compare? We test them - and find a real difference in performance.

The Internal Revenue Service has released its annual list of tax scams, advising taxpayers to be aware of identity theft, phishing scams and several other red flags that can cause financial mayhem.

Here's what needs to be on your radar this week.

If clients are looking to invest in a better residence or a vacation home, now is the time.

More than 90% of North American CFOs say that public policy uncertainty over both government spending cuts and the debt ceiling is having at least some impact on hiring and other company plans.

Projections call for a 1.9% economic growth rate, below the 2.2% average growth in the first three years of recovery since the Great Recession: TD Economics.

Nearly half of all middle-class households spend all -- or more than all -- that they make every month, according to a survey by NestWise, LPL Financial’s new online planning service for middle-class investors.

The equities markets could be in for a slight correction, while there is little evidence that investors are making a “great rotation” from bond to equities investments, according to a quarterly Barclays outlook report.

With a new survey by Legg Mason showing that U.S. investors have high hopes that equities have a bright outlook, skeptics say advisors must be cautious.

Overriding client emotions and persuading them to do what they ought to do can be tricky. According to a new study, only 39% of advisors say they work with all clients to develop a written investment policy statement, which can guide clients' strategy in times of flux.

Regulators and academics are starting to look at low volatility as an integral part of the buildup toward financial meltdowns.

Insiders’ knowledge of a company’s advertising expenditures is a strong information advantage when it comes to trading.