Special Program Root Tag

As retail funds for alternative investments become more widespread, planners must explain their purpose in a portfolio.

Treasuries Losing Cachet With Weakest Foreign Demand Since 2001

ETFs Churning Most Cash Ever as $47 Billion Flows to Market

'Keep the Castle From Being Stormed'

Nobel Prize-Winning Takeaways for Mutual Funds, ETFs

MLPs offer high yields plus tax advantages, but advisors need to drill down to deliver those tax breaks without the headaches.

Muni bonds have substantial risk but here’s how you may be able to get a greater return and U.S. government guarantee.

A bond ladder can mitigate interest rate risk, but individual bonds require in-depth research. The diversification of a fund tempers credit risk, but be wary of extended duration.

But beware, moves made in a portfolio should always take into consideration the client’s risk tolerance and long-term goals.

Commentary-The-Bigger-Picture

What's in Store for ETFs?

S&P 500 Poised for Record Close on Fed Bets After Debt Deal

Fidelity Appoints Pam Holding CIO for Institutional Unit Pyramis

Rolling redemptions offer reinvestment opportunities in longer-term, presumably higher-yielding bonds.

Morgan Stanley Funds Join Rivals in Shunning Some Treasuries

Vanguard Combines Similar Funds to Simplify Lineup for Investors

Money-Market Fund Withdrawals Accelerate as Debt Cap Approaches

BlackRock Profit Rises 14% as Investors Deposit $25 Billion

After selecting an asset allocation for clients, locating assets where they are most tax-efficient is critical.

To Outsource or Not to Outsource