Investment products

Advisors need to consider a Net Unrealized Appreciation calculation, according to C. James Johnson, a presenter of retirement planning and tax strategies for Allianz Life Financial Services.

The fund will concentrate on opportunities in consumer products and goods throughout the world.

Goldman Sachs Group said Tuesday that its electronic trading business is introducing an order type that automates the process of placing binding orders of large blocks of stock in dark pools.

The recession has caused many to move to fixed income, mutual funds and managed accounts.

The Securities and Exchange Commission announced Monday that investors can for the first time access detailed information that money market funds file with the SEC under changes to Rule 2a-7 that it implemented last year.

Indexed annuities and CDs are growing in popularity as alternatives to CDs and fixed annuities. They give investors some upside with downside protection.

REITs staged a major comeback in 2010 after two bad years. What's in store for the sector this year?

Climbing the wall of expiring bank guarantees on municipal debt in the coming months may not turn out to be as daunting as anticipated.

From big-ticket spending to long-term planning for their futures, American investors are taking a more conservative approach to handling their money, according to industry professionals.

Morningstar’s ETF expert, Scott Burns, sees a long-term shift to passive investing, but “managed solutions” packaging ETFs will also grow rapidly.

New hedge-fund like vehicle will trade frequently

The herd is moving in one direction again, and I’m getting offers from experts to talk about the joyous event.

To calm frightened investors pulling out of muni-bond funds, Vanguard, which manages $115 billion in municipal bonds, has been tweeting excerpts from a new research commentary "California is Not Greece."

Five other world-class asset managers, including PIMCO and Wellington, are sub-advising the fund along with Hancock.

Investors in tax-exempt debt should be cautious about heeding recent reports about the possibility of widespread bankruptcy and default in the municipal market, and stop running away from solid, safe investments because of distorted opinions in the media.

Global X has already contracted to develop new ETFs based on the indexes.

Fewer wealthy Americans are using mutual funds, and among those investors who continue to use these investment products, allocations are down significantly.

The fund combines hedge and private equity approaches.

Investors established a new record for withdrawals from municipal bond mutual funds last week as headline risk continued to chase people from state and local government debt funds.

“High-risk” allocations fell to 15% from 24% in 2006.