Fixed income

Nearly all of the fixed-income funds held short term debt.

Assets under management at Nancy Prior’s group, which includes bond and money market funds, have grown from $714 billion under her leadership.

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

The agency recently estimated a gap of $381 billion in unpaid tax from 2011-‘13, which equates to roughly 14.2% never being submitted.

There's a way to offer sound counsel to clients and also permit them the opportunity to take a profitable flier from time to time.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

“The market is actually using proxies for understanding ESG data,” says BlackRock’s global head of sustainable investing.

Data reported by the Investment Company Institute.

A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.