Investment products

Ten years since the launch of the first equal-weight index, some persistent misconceptions about such indices remain. Here's a look at the role equal-weight strategies can play in a diversified portfolio.

The modern version of balanced funds, these portfolios continue to make inroads with investors.

Predictions of a hard landing for this nation's economy are overblown.

Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrows.

The index reverses its fall, led by shifts in client behavior and market performance.

As real estate recovers, non-listed REITs are soaring, but they haven’t been much of a hit with customers of Merrill Lynch.

As we hit the 20-year mark in the ETF business, one might ask: What will that future bring? History is our best guide in that the next 20 years will look similar to the last 20. And that’s a good thing.

"This may sound sacrilegious for a planner, but I’ll admit it: I’m not a big fan of investment management," says solo advisor Dave Grant. Here's why Grant decided to use a TAMP instead.

The bank launched new proprietary ETF portfolios that it says provide exposure to global investment opportunities by leveraging the international perspective of its parent, BNP Paribas.

Raymond James is ramping up its pitch to attract independent advisors by opening up access to alternative investments.

The company announced Thursday that Schwab Investment Management would be introducing six new ETFs, weighted by fundamental factors instead of by traditional market capitalization.

The search for yield has been a persistent and vexing challenge for anyone charged with managing money. But what are the options?

Investing directly in private companies is becoming increasingly popular with wealthy families.

J.P. Morgan Asset Management has launched a new communications program designed to deliver a simplified explanation of its SmartRetirement series of target date funds. The new program will feature animation, infographics and simpler terminology.

A run-down of the stories in this issue, which focuses on global strategy and taking advantage of emerging markets.

Plunge in risk tolerance and jump in cash sends index down for 2nd straight month.

A federal funds rate stuck near zero means cash will continue to deliver negative real returns for some time. Who in their right mind, the standard Wall Street taunt goes, would own cash when it’s a guaranteed losing proposition?

During the first quarter of 2013, banks generated $790.7 million in annuity sales, up 1.2% from $781.7 million in the same quarter last year.

Many large managers of municipal bond funds with Detroit paper said they haven't heard any panic from their investing clients since the city filed for bankruptcy and many of their funds have lost value.

Participants in the 2013 CFO Outlook Mid-Year Update gave the U.S. economy an average score of 58 out of 100. This figure was up from 49 in the last survey conducted late last year. The global economy received a score of 51, up from 45.