Special Program Root Tag

Connecticut's $840 million bond sale this week is drawing interest from Conning, Eaton Vance Management and Nuveen Asset Management.

Advisors who highlight fee transparency gain an advantage.

High-income clients pay more -- perhaps much more -- for Medicare Part B coverage.

The PowerShares Dynamic Pharmaceuticals Portfolio is up 420% over the past 10 years.

HSAs offer deductible contributions, untaxed investment earnings and tax-free distributions.

TDFs are great for many young employees, but they aren’t for everyone.

TCW’s Metropolitan West Total Return Bond Fund collected more money than any other bond mutual fund in the year following Bill Gross’ sudden departure from Pimco.

The PureFunds ISE Cyber Security ETF launched in November. By July, The fund, listed as HACK, attracted $1.4 billion - one of the fastest ascents in ETF history.

Advisors should tell parents that this may not be in the entire family’s best interest.

Clients won’t experience retirement like others in the past, but advisors can help them surrender retirement expectations.

Advisor interest in alternative investment training is booming as they seek to better explain and sell their clients on alt offerings.

Funds would have to maintain a minimum cushion of cash or cash-like investments that can be sold within three days. Funds also could charge investors who pull their money on days of elevated withdrawals.

Having developed robo platforms for retail clients and advisors, Betterment is expanding further into the asset management industry with a 401(k) offering for businesses.

SEC claims First Eagle Investment improperly used mutual fund assets to pay for the marketing and distribution of fund shares.

The nine-year-old Morgan Stanley China A Share Fund, the first U.S. closed-end fund to invest in mainland stocks, has slumped 13% this year through Sept. 18 on a total return basis, compared with a 6.2% decline in the benchmark it tracks.

Retired couples may qualify for untaxed dividend income and long-term gains.

Advise both pre-retiree and retiree clients on a strategy to minimize the tax bite.

So much investor cash has been parked in fixed-income mutual funds and ETFs there’s concern that no one will be there to buy when money managers need to sell.

Apollo Global Management will help OppenheimerFunds push into structured credit, middle-market loans and direct real estate as the private-equity firm expands its strategies to retail investors.

Some clients are wary of LTC insurance that they might never need, but combos offer flexibility.