Investment insights

Advisors who want to include single-country funds in clients' portfolios may have to choose between ETFs and closed-end mutual funds. While both versions trade like stocks, there are crucial differences to consider.

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Is there any reason to include global stock funds in client portfolios? Why not just use domestic funds and foreign funds in their asset allocation?

Clients often place too much importance on high performance and not enough on consistent returns.

Some regions of the world have outperformed others, but deciding how to allocate foreign equity dollars can be challenging.

Pensions and endowments have used liability-driven investing for years, but is it feasible as a retirement income strategy at the individual level?

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Reverse mortgage rules have become more stringent but qualified borrowers can benefit from financial flexibility.

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What to call funds that can invest in almost any liquid asset in the world?

When it comes to predicting where U.S. borrowing costs are headed, the bond market isn't taking Wall Street’s advice seriously.

Advisors today are realizing they have to be flexible, saying that they are just as apt to recommend a number lower or higher than 4% to clients as an appropriate withdrawal rate. And some are using means completely different to set rates.

Wealth management firms are positioning themselves to meet rising demand from millennial investors who want to better align their investments with their values.

Royal Bank of Canada, the first Canadian lender to report third-quarter results, said profit rose 4% to a record, led by investment banking, and boosted its dividend by almost 6%.

Investors have returned to equity funds now that the financial meltdown is a distant memory.

Writing options to increase cash flow might benefit clients who understand both the downside and upside risks.

It's going to be a slow week in the municipal market with a thin new issue calendar and light trading as market participants look to get their hands on paper before the end of the summer season.

Though New Jersey and California are on starkly different credit paths, municipal analysts said their recent trading patterns suggest equally-strong demand.

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With inflation so low for so long, have you considered the dangers of even modest increases to clients' portfolios?