Fixed income

The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.

Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Non-traditional asset classes include structured credit, reinsurance and alternative lending.

The options include indexes encompassing domestic, global and country-specific stocks.

The company is evaluating ways to package both its quantitative and active strategies into the funds, according to a person familiar with the matter.

The iShares fund reported $4.36 billion in new money as yield rose and the Federal Reserve prepares to shrink its balance sheet.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Why gaining short-term bond exposure through mutual funds isn’t a smart bet.