Investment insights

Some workers may consider suing their employers if the 401(k) plans they offer limited investment options, poor funds and hefty fees; Plus, the pros and cons of income-generating strategies in retirement.

The complicated rules for 401(k) plans, IRAs and other retirement accounts have created many traps that even some smart investors fail to avoid; Plus, how Social Security rule changes affect your clients.

These 20 funds didn't just rise with the tide; they exceeded expectations and generated genuine gains.

How to best convert a client's 401(k) to a Roth IRA. Plus, ways advisors can boost a client's retirement income, and last-minute techniques for reducing an IRS bill.

“Estimated stock returns will dwarf fixed income,” said Howard Ward, chief investment officer for GAMCO Investors.

Your clients can realize real value from their losing investments, especially amid volatile markets, says Kimberly Foss.

A new study says that knowing other people's retirement savings can discourage clients from saving further; Plus, why clients should check 401(k) fees.

The insiders debate who is growing, how many wealthy prospects there really are and where the robos will be most successful at the Tiburon CEO Summit.

The restriction prevents clients from selling at a loss and buying back the same asset within 30 days. But there are strategies advisors can employ to use the rule to their clients’ advantage.

Companies that provide advice on Social Security are rushing to update their computer after a new law scraps "file-and-suspend" strategies; Plus, five smart things your clients should do the minute they retire.

What client should consider when using charitable donations as a year-end tax-saving strategy. Plus, how to cut clients' tax bills when they sell securities.

Federal Reserve Chair Janet Yellen faced tough questions from lawmakers on Wednesday covering a range of issues, including small bank burden, executive compensation, and living wills at a hearing focused solely on banking regulation.

Since 1945, the S&P 500 has risen 77% of the time in the fourth quarter. What’s more, the average move was a gain of 3.8%.

The baby boom generation and increased longevity is expected to drive philanthropic giving to $8 trillion over the next 20 years; Plus, how executives can minimize the retirement tax hit.

Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach.

Two thought patterns guide our financial thinking. You should learn to listen to one of them, says Allan S. Roth.

Prices and guarantees will improve for clients as robo-advisor tools continue to develop in the annuity industry; Plus, these two moves can ensure your clients will retire no matter what happens with the market.

As the Fed looks to tighten monetary policy, advisors must help their clients navigate a low-yield environment while also preparing their portfolios for rising rates.

Who really benefits from a partnership paying its performance fees not with cash but with a slice of the profits?

The median retirement savings of people aged 60 and above amount to just $50,000, lower compared to those in the 55-59 age bracket, who have three times the amount; Plus, how to ladder bonds.