Bonds

Advisers have turned into the new active investment managers.

Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.

Investors are fleeing debt-riddled companies amid the anticipation of rising rates and growing corporate leverage.

The funds' success at asset gathering underlines an increasing interest from retail buyers, in addition to institutional investors.

For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.

Amid the ups and downs of the bond markets, these funds attracted new investors.

S&P 500 company pension plans' funding levels increased a mere 1% despite the $40 billion in contributions that these firms made to their plans.

This year has been a wild ride for clients and advisers, and it’s only just begun. Here are some things to keep in mind as advisers craft portfolios for the rest of the epoch.