Investment products

One adviser goes head to head with the fund giant on fixed-income investing, managed payout and global bond funds, and the best solution for cash.

Many investors are improperly using target-date funds and are losing the "set it and forget it" benefit; plus, what Social Security checks will look like if cuts are made.

Three in five retirees cite staying mentally active as the reason they want to continue working; plus, if clients work in retirement, they should keep this in mind.

Your clients' money is no good to these portfolio managers, but investors who already own these funds can still reap the rewards.

The commission also settled related charges against First Southwest, a financial advisor, for failing to document its advisory relationship with the agency for seven months.

Advisors are now recommending reverse mortgages as a good option for clients to boost their retirement income, thanks to new housing rules; plus, how not to let divorce derail your clients' retirement plans.

Employers can help their workers cope with their student loan debt while saving for retirement by using a new benefit platform; plus, why too much guaranteed retirement income can be a bad thing.

A fund may close its doors to new investors for a number of reasons, but they can still turn out profits for their investors.

Women are 80% more likely than men to end up poor when they reach the age of 65; plus, why target-date funds are falling short.

A Roth IRA is an effective tool that senior clients can include in their estate plan; plus, a strategy for required minimum distributions that an affluent retiree doesn't need.

Although sequencing is recommended when developing a retirement withdrawal strategy, retirees need to take a more flexible view since their tax situation varies from year to year; plus, how to figure out the amount of your client's IRA required minimum distribution.

Why clients may want to examine their motivations for holding fixed-income assets in a rising interest rate environment.

Policymakers and other experts are debating just how much pre-retirement income should be replaced by Social Security; plus, student debt and savings don't add up.

Despite counterparty risk, these vehicles feature tax benefits for clients that ETFs don't.

Over half of people in their 60s have done no retirement planning in the past three years, according to one survey; plus, Medicare's biggest problem is not what your clients think.

Looking for income? These funds have the highest expected dividend payments based on current stock prices.

ETFs made investing easier for retail clients, not just in stocks but in riskier areas they may not understand like currencies and bank loans.

Seniors who consider living in 55+ communities should determine whether the homes are age-ready and conducive for people with diminished physical activity; plus, how boomers became the disillusioned generation.

President Obama's fiscal 2017 budget proposal includes rules that would block investors from making "backdoor Roth" contributions; plus, the best cities for retirement jobs.

Asset location in three simple steps, according to Jefferson National’s Thomas Quinn