Investment insights

Clients feel their advisors often recommend products that do not fit their risk profiles.

After experiencing nearly 30 years of benign, cooperative capital-markets behavior, Ken Haman says many advisors are baffled or frustrated by how difficult it has become to get clients to accept new investment ideas. But if we can understand more accurately how humans cope with anticipating various outcomes, we can structure our messaging to be more effective at getting clients to take the right kinds of actions.

BlackRock Inc., the world’s biggest money manager, is cutting about 300 jobs, extending a reorganization that included the shakeup of its investment units last year.

The future of financial planning will be shaped by a dozen key trends. How will these trends affect you and your business?

If there was a theme to the opening sessions of the Bank Insurance & Securities Association’s annual conference in Florida on Sunday, it could be characterized as moderation.

Investors who trade frequently are upbeat about recent results, and that enthusiasm may translate into opportunities for advisors.

Gone are the glorious higher-yielding days of 2011.

The Internal Revenue Service said Tuesday that its Modernized e-File Production system is taking longer to generate federal acknowledgments for tax return filings.

Many LGBT investors have a false sense of security about the issue of gay marriage and do not appreciate its effect on their own financial future, a ccording to a Wells Fargo survey,

The Cape May, N.J.-based community bank has a investment services program that would make most rivals envious. And it has a rapidly expanding assets under management to prove it.

We asked the experts to help present the concepts of behavioral finance in a practical way. See how their insights can help you in your practice.

The former TARP inspector general discusses the financial crisis and suggests advisors need to look beyond government policies for the greater truths.

Learn what the past six decades can tell advisors about future performance.

Here's what to expect from the industry and your clients.

A huge expansion of wealth, new technological leaps, greater life expectancy. Planning could be really difficult.

In contemplating the future, here's what I predict for the profession and the investment markets.

More advisors are shifting toward a broader approach and away from investment management.

Global investor confidence rose in February, jumping 8.7 points to 94.8 from 86.1 the month before, according to the State Street Investor Confidence Index.

High-yield, global corporates and emerging markets are among the most attractive areas for fixed income investors in 2013.

Municipal bond investors have watched credit spreads in the market narrow considerably over the past three years. And they aren't expected to reverse course anytime over the next 12 months.