Fixed income

The bank ignored fees on structured notes, and clients may have been shortchanged, a consultant says.

Wide adoption by global money managers and ETFs could set off a new wave of buying, according to Morningstar.

The funds have had the fastest growth since 2012, with nearly $100 billion of inflows, helped by record emerging-market investments.

If equities languish, one adviser says be more cautious on muni fixed income.

The wirehouse has served as a major banker for the island commonwealth, which has been defaulting on a growing share of its debt and has been placed under federal financial oversight.

The simple analogy of a boat can help clients understand a sometimes complex investment strategy.

The argument for this investment approach looked weak in the first half of 2016.

Clients who turned 70 1/2 this summer have to act fast on their distributions to avoid paying a hefty penalty to the IRS. Plus, giving away stocks versus selling them.

Will the rally continue, or are the winning ways of this asset class nearing an end?

Clients are becoming less cautious about upping allocations to developed international and emerging market stocks, planners report.

A once-reliable spring of retirement proceeds has all but dried up. Here’s how planners are making sure clients have alternatives.

One concrete step for advisers is to work with a care manager and a knowledgeable elder lawyer to petition the court to appoint a guardian or conservator.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

Traders have piled into global equities, heartened by deal activity and better-than-expected corporate earnings.

First time since heady days of 1999 that all three major stock benchmarks hit high marks on the same day.

Clients are hesitant to invest more in the face of global upheaval, advisers say, citing the recent coup attempt in Turkey, terrorist attacks and the outcome of the U.S. election.

Investors have once again taken a liking to taxable bond funds — a marked difference from last year. Advisers may find that clients are taking notice, too.

“We get very nervous when the stock price index goes to high P/E, we ought to be somewhat nervous when the bond rate does the same,” the former Fed chairman says.

While Chairwoman Janet Yellen has repeatedly stated that the Fed is likely to raise interest rates gradually, market volatility and the unexpected dip in job gains have delayed such plans.

An expert agreed that an investor in their 20s doesn't need to worry too much about bonds, but in some situations a fixed-income "sliver" may make sense.