Investment products

One year after qualified longevity annuity contracts were included as an investment within traditional IRAs and participating employer qualified plans, more people begin to appreciate the product's simplistic design and unique value propositions; Plus, three retirement loopholes that are likely to close.

Six years into a bull market, could a value tilt confer an advantage? Here's what the numbers say now.

You can do good and do really well after all.

These products may offer better exposure and liquidity for your clients investing in the bond markets.

Whether a true believer or agnostic, your clients' politics could be worth a fortune.

Why it's smart for retirees to bulk up on stocks; Plus, how to help your clients avoid losing out on Medicare if they’re still working at 65.

Muni experts expect outperformance by high credit-quality issues, a decline in refundings, troubled credits to dominate the headlines, and the Fed to raise rates in the second half of the year.

Morningstar is now rating active fund managers against a composite of passive managers, net of fees, every six months.

Tips for senior clients without children on how to begin planning for retirement; plus, how pre-retiree couples often miss the mark on gaging retirement savings.

Advisors have been curious about this relatively new fund category. Here are the ones attracting the most assets.

The head of a global standards-setting body argues that regulators overreacted to the financial crisis and says banking-style regulation is a poor fit for the asset management industry.

One of the hottest areas for U.S. money managers is quickly cooling off.

A yearly withdrawal of 4% of savings, adjusted by inflation every year, may sometimes outperform annuities; Plus, five critical mistakes people make with Social Security.

Major corporate pension funds incurred an investment return of 9.7% from their hedge-fund investments last year, lower than 13.7% earnings and dividends posted by the S&P 500; Plus, how much of a client retirement portfolio belongs in bonds.

Bank of America's Keith Glenfield says clients at the firm's Merrill Lynch wealth management unit are using alternatives to take a more deliberate approach to core allocations.

As more baby boomers age, withdrawals from 401(k) plans are outpacing new contributions, creating worries for asset managers; Plus, seven ways retirees can boost their income.

SEC Commissioner Kara Stein is worried that mutual fund sector is moving beyond the reach of the regulators.

While the IRS allows only one IRA rollover per year, clients are allowed to convert a portion of their IRA to a Roth account as many times as they want; Plus, when your clients should take their IRA required minimum distributions.

Power has shifted to the advisor, who is acting as the portfolio manager, ignoring intermediaries and going directly to the fund managers or assets they want in their portfolio models.

Retirees are breaking tradition and leaving their assets to grandchildren instead of their own; Plus tips to avoid taking out a 401(k) loan.