Investment insights

For years, accountants have heard they should include financial services among their tax or accounting practice’s service offerings, but is that a realistic goal?

For the week ended Feb. 13, investors steered a meager $509 million into U.S. stock funds, 37% less than a week earlier.

According to The Global Survey of Investment and Economic Expectations, fund managers are "more optimistic" about the prospect for equity returns. However, they continue to view world growth and medium-term government bonds with hesitation, as they still expect a sovereign debt default in the Eurozone and fear weak fiscal situations in the U.S., U.K. and Japan.

The outlook for the asset management industry in 2013 is strikingly more positive than it has been in years.

A challenging landscape is ahead for money managers as margins continue to shrink, but firms that can innovate will have substantial success.

After the Sandy Hook massacre, some clients have asked their advisors to eliminate gun holdings from their investments. Should they?

Investment managers unprepared for five more years of slow deposits won’t be protected by an improving economy and a resurgent stock market, according to a new study on the industry.

In a survey of 303 finance executives, 57% were more optimistic than last year about the 12-month outlook for their companies’ performance.

Data from Research Affiliates shows low volatility portfolios have produced higher returns than traditional large-cap portfolios over the past 5, 10, and 20 years.

In a potentially encouraging sign for all equity investors, the majority of investors with $5 million or more in net worth plan to invest in equities.

The sequel is never as good as the original. Advisors have a hard time repeating outperformance.

Goldman Sachs Group Inc. President Gary Cohn said that Europe still faces “fundamental problems” and that policy makers don’t appear to have a plan for generating economic growth in the region’s southern nations.

Nearly half (47%) of adult children say their parents never made any financial mistakes. Meanwhile, their parents were quick to point out their children’s financial missteps.

The firm’s chief market strategist, David Kelly, said tax hikes won’t be enough to knock consumer spending for 2013.

Finding a way to keep clients safe while generating more income in the markets.

The professor of law and taxation at the University of Virginia discusses the American Taxpayer Relief Act of 2012.

The beginning of a year offers an opportunity to see how investments align with life goals.

Recent statistics show that fears that the country's growth will come to a standstill are unfounded.

Two former UBS executives are determined to change how investors access emerging markets by targeting specific sectors and themes.

After a year-end planning scramble, advisors are deluged anew, finding opportunities in the new tax deal.