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Having both a pension and Social Security benefits can complicate tax and retirement planning. Here's how advisors are meeting the new challenges.

Carl Icahn criticized asset management firms such as BlackRock for selling ETFs that give an illusion of liquidity for “extremely illiquid, and extremely overpriced” securities such as high yield bonds.

The multi-strategy hedge-fund manager with about $7 billion in assets is seeking to raise $500 million for its first private equity fund.

How planners can best advise clients wanting – or having – to work longer.

BlackRock, the world’s largest money manager, said second-quarter profit rose 1.4 % as it attracted money into higher-fee products including active funds and ETFs.

Actively managed ETFs are surging in Canada, expanding a market already dominated by iShares and posing a challenge to the mutual-fund industry that has among the highest management fees in the world.

Lower-earning spouses could take their benefit at full retirement age, while the higher-earner could get a spousal benefit until they claim their own at 70

Industry giants BlackRock and State Street are rolling out hedged ETFs at an unprecedented clip after smaller rivals lured the bulk of $41 billion of inflows this year.

Goldman Sachs Group agreed to buy Imprint Capital Advisors, an asset-management firm that advises clients on investing based on their environmental, social and governance views.

Which independent broker-dealers have the most female advisors?

The IRS recently supported two tactics to build up such individual retirement accounts.

J.P. Morgan’s Matt Malloy has stepped down as head of institutional solutions and advisory.

Likening covered calls to real estate rentals can help clients better understand the strategy.

Income funds that invest in a wide range of asset classes may appeal to clients who are looking for cash flow.

With MLPs investors benefit from tax-deferred cash flow, but the tax reporting can be a nuisance. For the best tax treatment, clients must cope with K-1s.

Asset management trade group appeals for restraint from U.S. and foreign regulators evaluating firms for designation as systemically important institutions.

Hybrid annuities can be a good choice for investors who still need growth but don't have 30 years to invest in the public markets.

Rule-making at the SEC went from looking at information to be viewed by potential and current investors to collecting large chunks of data to be loaded in some future database and processed by analytics software.

A startup named FeeX says it has an automated service that calculates the fees in an old 401(k)s and recommends whether a rollover (and which kind) makes sense.

Manulife Asset Management is expanding globally, and its president and CEO, Kai Sotorp, says that the $300+ billion global asset manager isn't doing it for the adventure. "We're just simply responding to that growth," he tells Money Management Executive.