Investment products

More seniors are opting to rent a home rather than own one, with the trend expected to continue in the foreseeable future; plus, are guaranteed retirement accounts the answer to the nation's looming retirement crisis?

Some of the best market segments last year were overlooked by investors, as clients often bought when they should have sold. Were your clients part of the herd?

A look back at the markets may help advisors and their clients decide on whether to choose alternative strategy funds during a stock retreat.

Why clients entering retirement should consider adjusting their spending and saving habits; Plus, the 10 toughest investment decisions for retirees.

Why a federal judge ruled that a retirement plan is required to show the custodial agreements it forged with a service provider; Plus, the only annuity solution 'bonus' investors should be looking for.

Revocable trusts have been used mainly to avoid probate, but they also can help with a variety of unwelcome contingencies.

Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement.

Why your recently retired clients should avoid an overly conservative investing approach; Plus, three smart ways to maximize your Roth IRA and advice for women nearing retirement age.

Retirement savers need to review their asset allocations because many investments are becoming more correlated as the global economy increasingly becomes intertwined; Plus, why the gender gap haunts women even in retirement.

There's little on the performance side, but some funds manage to pay out more than others while keeping costs low.

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.

Pooled employer plans and auto-enrollment gain Senate support, but advisors working with those plans could soon be held to a higher fiduciary standard.

Years of losses can take a toll on a client's psyche; they can also create buying opportunities.

Investing in health funds in recent years would have kept your clients healthy, wealthy and wise.

Municipal demand and prices are up so far this year, buoyed by market technicals, according to Jeffrey Lipton, head of municipal research and strategy at Oppenheimer.

Retirees are now allowed to make charitable donations by transferring money directly to a qualified nonprofit organization from their IRAs; Plus, why inheriting a Roth IRA isn't always the best news.

Retirement savers looking to recoup 401(k) assets left with a former employer whose contact information they do not have can use the National Registry of Unclaimed Retirement Benefits; Plus, do-it-yourself retirement planning for the self-employed.

Planners need to understand some of the functions that might be included in a modern trust.

Bank customers who have financial plans are twice as likely to purchase insurance and investment products from their institutions, according to a new study.

Clients should not lose sleep over health care expenses after they retire as they can sign up for Medicare Parts A, B and D to cover hospital visits, doctor services and outpatient care and prescription drugs; Plus, essential money lessons for retirees.