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Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.
July 25 -
Planners should dispel these common misconceptions so that clients can make better-informed decisions.
July 24 -
Advisors and clients may not be as familiar with these other Social Security programs. Here's a brief primer.
July 24 -
The world's biggest money managers are staking a claim in the surging market for stock and bond ETFs that strip out currency risk.
July 24 -
Janus fell by the most in more than a month as investor flows slowed in the second quarter and profit trailed some analysts expectations.
July 24 -
Though the time period to make changes has narrowed in some instances, there are situations where Social Security allows a redo.
July 23 -
Though the industry reaped 34% profit margins and global AUM rose 10.5% to $67 trillion in 2014, revenues rose only 6.3% to $319 billion, while fees dropped an average 40 basis points.
July 23 -
Blackstone will sell an investment reporting service that it created initially for its own use to Ipreo, a data provider it acquired last year.
July 23 - PH
The top rankings change considerably when the B-D networks are considered as single operations. Here's an all new top 10 list.
July 22 -
For married couples deciding when to claim Social Security, "it's all about the survivor benefits," for the higher-earning spouse.
July 22 -
WisdomTree is starting an ETF that seeks to minimize exposure to export-reliant companies in the U.S., which typically suffer when the dollar strengthens.
July 22 -
Clients can have their cake (maximum payouts) and icing (years of spousal benefits) too.
July 21 -
For either the best fund or the worst, how you couch the year's performance to date is key, industry communications experts say.
July 21 -
Apollo Global Management is teaming up with Ivy Investment Management to offer two new mutual funds.
July 21 -
For some seniors, reducing adjusted gross income generates an extra tax break.
July 20 -
There are several approaches by fund providers to better understand the millennial generation of investors and protect the viability of their offerings.
July 20 -
Mutual fund performance is similar to the performance of stocks, a Wharton professor contends. As a company matures and grows, more investors become aware of it, and its share price better reflects its prospects.
July 20 -
If a client old enough to receive Social Security benefits has dependent children, it could affect the calculus as to when the parent should start collecting benefits
July 19 -
Clients who keep working will see healthy gains in Social Security benefits and other financial perks.
July 17 -
When clients must take required minimum distributions after age 70?½, payouts can provide monthly cash flow.
July 17













