Investment insights

At the heart of increasing employee resentment, and more than a dozen lawsuits against 401(k) plans, are a raft of obscure fees and services; Plus, your clients will see real advantages in using robo advisors.

Bank of America cut third- quarter earnings by $400 million, wiping out the surprise profit it reported last month, as the firm braced for the end of probes into foreign-exchange dealings.

William Goslee and Alan Lenahan of Fund Evaluation Group offer attendees of Schwab Impact guidance on working with endowments and foundations and dealing with the 'Ringelmann effect' on committees.

David Lafferty of Natixis Global Asset Management offers Schwab Impact attendees advice on thinking differently about clients' risk tolerance and debunking myths.

Worldwide, the number of people with $30 million or more to invest -- the kind of folks who would hire a family office -- rose 15.6% to 128,300 in 2013. See which firms manage the most assets.

RCS executive says it “will take some time” to restore normalcy to his embattled firms.

Behavioral economist Shlomo Benartzi has launched an app to help investors set better retirement goals and improve financial planning around those goals.

Amid volatility, a forecast of a moderate rise in rates and a flatter yield curve.

Investors should weight the cost of paying debt with savings versus the gains from keeping the money in their retirement account; Plus, how to bolster low retirement savings, and when to consider high-yield funds.

The Pimco Total Return Fund suffered an estimated $27.5 billion of withdrawals in its first full month after the Sept. 26 departure of Bill Gross, its worst month ever for redemptions.

As many of your clients have enjoyed gains in their 401(k) plans from a surging stock market, lower-income workers have lost ground; Plus, how to save on Medicare expenses

The Denver-based association announced Friday that it has grown in 2014 to more than 10,000 members and certificates worldwide.

How will clients react when specialized products underperform well-known benchmarks?

Management fees can eat away most of a fund's yields says Vanguard's founder; Plus, what you need to know about Medicaid and long-term care and how two men who saved the same amount for retirement wound up $234K apart

Deutsche Bank AG, Germany’s biggest lender, swung to a loss in the third quarter after setting aside 894 million euros ($1.1 billion) to cover the costs of settling investigations of past wrongdoing.

American Realty Capital Properties, the biggest U.S. owner of single-tenant properties, said its financial statements are inaccurate and replaced its chief financial officer and chief accounting officer.

Pacific Investment Management, seeking to stem redemptions after its co-founder Bill Gross left unexpectedly, was dropped as manager of a $6.16 billion strategy offered by a unit of Prudential Financial.

Want to insulate your firm from future crises? A few moves look sure to offer a payoff whether equities soar, plunge or just muddle along.

Janus Capital is making waves in 2014 as it tries to climb toward the top of the asset management industry mountain.

BlackRock, the world’s biggest money manager, cut fees on certain share classes of three fixed- income funds as the departure of Bill Gross from Pacific Investment Management is sending billions of dollars to competing firms.