Investment insights

Advisors can add up to 0.75% of additional return for clients annually with proper strategies. But active and index funds should get different treatment.

Marijuana legalization has failed to live up to the hype in terms of its impact on state economies, according to the three major rating agencies.

Stocks with significant yields can offer upside potential plus tax advantages at all ages and income levels.

Advisors warn despite the appeal of quarterly income from energy MLPs, retired clients should proceed with caution because these investments usually make tax-sense only with long-term commitments.

Investing in mature companies entails much less risk than betting on startups -- and can be rewarding to those who are more patient.

With longer lifespans, assuring steady income streams for life means that many retirees will have to invest more aggressively. How are advisors putting those plans into action?

Without a quantum shift in savings habits, millennials are facing big trouble when they start approaching retirement.

A Vanguard model aiming to forecast the next decade’s returns offers some useful takeaways.

M&A activity is up. But is there a more systematic way that advisors can take advantage of these deals?

UBS is facing more than $600 million in damage claims filed by Puerto Rico investors in closed-end bond funds, the bank said in its second quarter earnings report Tuesday.

Some are pushing investors to target intermediate maturities and others telling investors to adopt a barbell approach, a strategy where investors buy both short and long maturities.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

Barclays saw a rise in the number of U.S. shares traded in its dark pool, paring some of the losses in the two weeks after it was sued by New York for allegedly lying to customers of the venue.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

Funds of hedge funds offer a practical way to include diversified opportunistic approaches in clients' portfolios.

In most bond indexes, the biggest debtors (either corporations or countries) have the largest weightings. But to some investors, that sounds a bit foolish.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

In most bond indexes, the biggest debtors (either corporations or countries) have the largest weightings. But to some investors, that sounds a bit foolish.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.