Special Program Root Tag

An expert discusses last-minute strategies, as well as evergreen tips, to reduce the tax bill your clients are facing.

A combination of slightly higher FICA taxes, plus further increases in the earnings cap, could fix the program for the next 75 years.

Institutions that are willing to invest at least $100 million can get the Janus total-return strategy as a separate account, according to a person with knowledge of the matter.

"Barriers to entry for the actual robo part are very low we think. So this may well be exploited," the firm wrote in a recent report.

In an informal poll, the majority of banks and credit unions have made a definitive decision to no longer accept soft marketing dollars.

In the second quarter, that group of seven saw $34 billion in outflows.

Some managers have been quick to respond with new robo platforms and recalibrated offerings for fiduciary advice.

Mirae Asset Global Investments said it is building its cash position in one of its Asia bond funds during the U.S. presidential campaign.

Prices of the metal have dropped by half from a peak in 2011.

"We fully expect to offer a range of options to help our clients," CEO Paul Reilly said.

Deutsche Bank’s $5.5 billion of AT1 notes have come under pressure this year as fixed-income investors fret about whether the relatively high yields compensate for the risk of losses.

Following the success of smart beta, managers are pitching a new type of diversified portfolio effectively run by a committee of robots.

DoubleLine's CEO now acknowledges that TIPS are becoming a more attractive option for investors who want to own longer-term government bonds.

A Morgan Stanley survey finds that 64% of the time, sustainable strategies matched or outperformed traditional mutual funds in terms of returns.

With investors increasingly moving to lower-cost, passively run funds, the firm says it plans on countering the resulting record redemptions by merging with Henderson Group.

The improved outlook for the world's largest developing economy has helped increase clients' risk appetite.