Fixed income

One adviser goes head to head with the fund giant on fixed-income investing, managed payout and global bond funds, and the best solution for cash.

Why clients may want to examine their motivations for holding fixed-income assets in a rising interest rate environment.

In the latest in a series of cases, an arbitration panel has sided with a client against UBS, ordering the wirehouse to pay nearly $1.5 million in damages related to UBS' sale of Puerto Rican bonds and closed-end funds.

A FINRA panel ordered the wirehouse to pay a client $95,000 for losses relating to bonds issued by the island commonwealth. By contrast, UBS says it faces more than $1 billion in similar claims.

Advisors are making portfolio changes, telling the TD Ameritrade sentiment survey they are worried about rising rates, among other concerns.

The biggest U.S. investors suggest caution on bond returns as the Fed raises rates

Higher interest rates will be a welcome relief for retirees who live on income from bonds, CDs and money market funds; Plus, clients should not assume their former employers will manage their 401(k) assets after they resign.

An anticipated rate hike has led some advisors to rethink fixed-income allocations.

Federal Reserve Bank of New York President William C. Dudley said he expects the U.S. central bank to raise interest rates by December, while cautioning that this was not a pledge to action and will depend on the economy staying on track.

Laddering is a good fixed-income strategy that will enable clients to earn higher yields and protect them from rate increases; Plus, how retirees can make money in the sharing economy.