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Strong stock markets and the improving economy, along with new alternative investment products and the continuing appeal of ETFs, are boosting prospects for the sector.

Valuation, Intermediary Oversight to Gain Focus

Will Vanguard's Active ETF Push Succeed?

What is this wealth supposed to accomplish? Many HNW clients confront this question as they contemplate what to do with their fortunes beyond providing for their families. Here's how their advisors can help.

What is this wealth supposed to accomplish? Many HNW clients confront this question as they contemplate what to do with their fortunes beyond providing for their families. Here's how their advisors can help.

As advisors work to minimize the estate tax burden, what about an analysis of how estate taxes will be paid? Here’s a simple solution for covering the bill.

As advisors work to minimize the estate tax burden, what about an analysis of how estate taxes will be paid? Here’s a simple solution for covering the bill.

Transferring partial property rights to a preservation group offers financial and non-financial rewards at acceptable costs as long as the proper procedures are followed.

Transferring partial property rights to a preservation group offers financial and non-financial rewards at acceptable costs as long as the proper procedures are followed.

Bill Gross, who runs the world’s biggest bond fund at Pacific Investment Management Co., cut holdings of Treasuries and U.S. government debt in February as turmoil in Ukraine fueled haven demand and investors bet the Federal Reserve will conclude bond purchases this year.

The Standard & Poor’s 500 Index fell, erasing a gain for the year, while Treasuries and the yen advanced on demand for haven assets as tension persisted in Ukraine. Copper declined as data from China missed estimates and gold reversed losses.

The iShares MSCI Emerging Markets Index dropped to a month low on concern the crisis in Ukraine will escalate before Crimea’s residents vote in a separatist poll. Russia’s Micex Index tumbled to the lowest since 2010.

The so-called Crummey technique has the IRS concerned, so planners might want to alert HNW clients before the opportunity is reined in.

Bill Gross’s Pacific Investment Management Co. was the only provider among the top 10 U.S. mutual-fund families to suffer net withdrawals last month, according to a report from Morningstar Inc.

In the cruel irony department comes the saga of Jill Wile, a former manager in the southeast regional office of the Financial Industry Regulatory Authority, the self-policing group for brokerages.

Investors who beat a path out of global equity markets earlier this year are stampeding back in.

The so-called Crummey technique has the IRS concerned, so planners might want to alert HNW clients before the opportunity is reined in.

Advisors and their HNW clients too often shy away from difficult conversations about inheritance planning. Here are some ideas for advisors to help start the dialogue.

(Bloomberg) -- Treasuries rose for a third day as DoubleLine Capital LP’s Jeffrey Gundlach said yields are poised to fall further and Pacific Investment Management Co.’s Bill Gross cut his holdings of U.S. government-related debt.

ETF Outflows Biggest in World as Economy Slumps: China Overnight