Investment products

In a market pressed for yields, this category's "go anywhere" philosophy deserves consideration.

Three advisors for San Diego-based Total Wealth Management -- including one who apparently once worked for the FBI -- now face SEC charges for allegedly paying themselves concealed revenue-sharing fees from investments they recommended to clients.

A New York landlord led by Nicholas Schorsch is set to become the first publicly traded real estate company focused solely on the city when its shares are listed on the New York Stock Exchange today.

From why automation may promote engagement to the reasons behind Vanguard’s domination of ETF flows in Q1, here are the most notable quotes from the past week's stories.

"Advisors will want to know what will happen to the firms' cultures. Will Nuveen be able to keep its culture? Which firms' culture will prevail?"

Interest in alternatives is rising among investors as they look to manage volatility in their portfolios - and advisor education is critical to meeting that tidal wave of demand.

Of the 296 funds that picked up Lipper U.S. Fund Awards this year, only nine were peer-group winners for all of the eligible time periods. See the list here.

Fixed indexed annuities have helped drive overall industry growth, as advisors at large B-Ds and wirehouses embrace the controversial products.

New funds provide hedging tools to limit or amplify clients' currency exposure on their foreign investments.

A measured dose of private placements can boost returns for HNW clients willing to hold some illiquid assets.

A measured dose of private placements can boost returns for HNW clients willing to hold some illiquid assets.

Investors can still get performance from the region if they know where to look, say the managers of Matthews Asian Growth & Income.

Financial advisors' jobs are among those at risk as computerization threatens the U.S. workforce.

The focus on dual registrants grows out of concern that the different compensation structures of the two business lines can create conflicts of interest and potentially harm investors, according to an SEC director.

From why the CFP Board may be facing new legal challenges over past disciplinary decisions to RCS Capital Nicholas Schorsch's views on the sweet spot for financial advice, here are some of the most notable quotes from the past week's stories.

Driven by a continued steep decline in refundings, long-term municipal bond issuance remained paltry, with the lowest February volume since 2000.

The number of investment products focused on environmental, social and governance factors has risen steadily in the last seven years

When it comes to fixed-income, advisors often leave the driving to bond managers. But with potholes up ahead, this passive approach won't cut it. Here's how to survive the bumpy road.

Managed futures offer a less risky way to give clients commodities exposure.

Over a lunch of PB&J sandwiches, Vanguard founder John Bogle discusses the shift to passive investing, the rise in ETFs and the proliferation of indexes.