Investment insights

A few guidelines can help advisors identify the sectors and companies likely to be tomorrow's standout dividend payers before they're obvious.

Clients who are financially knowledgeable incurred annual investment returns that are 1.3% higher compared with those who are not; Plus, the disadvantages of a retirement buckets strategy.

Deutsche Bank said it’s working to boost its investment in green bonds to 1 billion euros ($1.1 billion), joining competitors including Citigroup and Barclays in tapping profit from the quickly growing market.

Paul McCulley is leaving Pacific Investment Management less than a year after rejoining the firm, a departure that further diminishes the influence of co-founder Bill Gross at the $1.68 trillion money manager.

Experts recommend that employers be more flexible with workers who borrow money from their 401(k) plans, such as giving more time for repayment or allowing loans to be rolled over to the next employer's plan.

Gold extended a rebound from the lowest level in six weeks after minutes from the Federal Reserve’s January meeting signaled many officials were inclined to keep interest rates near record lows for longer.

For investors worried about how stocks will react to rising interest rates, last week’s trading may provide some guidance.

The Obama administration is expected to endorse more stringent fiduciary rules requiring brokers to have their clients' best interest in mind when recommending retirement-account investments; Plus, the retirement investment mistake clients don't know they're making.

Clients who have the option of receiving a sizable lump-sum payment of their pension or life-long payments need to consider the advantages each has in certain situations.

During an interview with CNBC on the floor of the New York Stock Exchange, the NBA Hall of Famer praised his advisor -- by name.

President Obama has proposed payroll taxes be reshuffled so the portion that pays for the disability fund would be increased by nine-tenths of a percentage point, but Republican lawmakers want changes to address Social Security's overall financial health.

Investors in their 20s and 30s are advised to reduce their stock allocations since they are likely to change jobs and subsequently cash out a part of their accounts.

Retirement savers lose up to 25% of their savings from "leakages," or pre-retirement withdrawals that erode the assets a client will have at retirement, according to a new report.

Janus Global Unconstrained Bond Fund attracted an estimated $85.6 million in net new money in January, the lowest amount since Pacific Investment Management’s former investment chief Bill Gross took over as manager in October.

Here's what every advisor should be looking for on their clients' Form 1040s -- and what potential opportunities may exist as a result.

Here's what every advisor should be looking for on their clients' Form 1040s -- and what potential opportunities may exist as a result.

After your clients get their finances in order, which includes establishing an emergency fund account and maxing out their 401 (k) plans, then they can look to pay off their mortgage.

Trusts, a standard tool in the anti-estate tax arsenal, can range from simple to extremely complex. Here are a few options to work with.

"Anyone who owns minerals rights is concerned," says Jonathan Meaney, an advisor with Carter Financial Management, an independent firm affiliated with Raymond James Financial Services.

The SEC has promoted former deputy director David Grim as acting director of its division of investment management.