Investment products

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

6 ways new tax law benefits sustainable retirement; Who has the best retirement plan; Avoid rollovers of IRA CDs

In most bond indexes, the biggest debtors (either corporations or countries) have the largest weightings. But to some investors, that sounds a bit foolish.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

For financial or other reasons, some clients who want to be in traditional hedge funds may not be suitable. Here's how to help them understand.

For some alternatives, once you consider the benchmark, the more difficult part is justifying the investment's place in the portfolio.

For some alternatives, once you consider the benchmark, the more difficult part is justifying the investment's place in the portfolio.

Do you have the best or worst 401(k) plan; 7 deadly sins of retirement; How to avert a Casey Kasem-type drama

New rules will require institutional prime funds to allow NAV to float to market value.

Benchmarking alternatives isn't easy, but it's critical in making sure clients and advisors are clear on the investments' role in the portfolio. Here's how to benchmark private equity, non-traditional bonds and long-short funds.

A 401(k) for everyone; A disturbing look at the new retirement; To get the annuity right, start at the finish line

Benchmarking alternatives isn't easy, but it's critical in making sure clients and advisors are clear on the investments' role in the portfolio. Here's how to benchmark private equity, non-traditional bonds and long-short funds.

U.S. investors are used to treating money-market mutual funds as the equivalent of a checking account. That is about to change for the riskiest of the funds.

Index mutual fund assets are at new heights but the pressure to keep costs down deters new entrants, says a Lipper analyst..

When does a Roth IRA make sense; How early 401(k) withdrawals can affect your retirement security; Building a solid nest egg

Many new ETFs offer alternative ways to approach equities and fixed income.

What to do with a 401(k) now; When a rollover is not the best idea; Planning for a stay-at-home parent

Many new ETFs offer alternative ways to approach equities and fixed income.