Investments

The S&P/Dow Jones merger pits the indexing giant against a changing marketplace. Here are a few ways advisors could be affected.

Worried about the poor fiscal health of the U.S., FPA Capital doubles down on quality names.

When we're lumped in with all financial professionals, the value we offer is compromised.

Many variable annuity issuers made changes to older products or introduced new ones.

New U.K. regulations will force advisors there to make big changes. You should consider following their lead.

The world of communications in the mutual fund industry is rife with buzzwords and phrases. They come in and out of favor as funds and fund managers seek to gain competitive advantage by repositioning an asset class or investment strategy as "the next big thing."

Sure, investors still feel nervous, companies are hesitating to spend cash, and all attention is on fixed income and bond funds. But Neil Hennessy of Hennessy Funds insists equity mutual funds are the way to go.

Rep. Barney Frank, D-Mass. has introduced a bill that would merge the Securities and Exchange Commission and the Commodity Futures Trading Commission to form the Securities Derivatives Commission.

John Hancock Funds has had a solid 2012, but it's not about to let the good times stop rolling

American Century Investments has renamed its Inflation Protection Bond (APOIX) fund to Short Duration Inflation Protection Bond fund to better reflect the fund’s strategy.

Think you've got your target-date planning down pat? Think again.

Analytic Investors is welcoming back a familiar face. The firm has named George Matthews Head of Consultant Relations and Business Development.

Flexibility with rollovers, investments cited as key advantages of HSAs

“I don’t believe you’re going to get some sort of an early warning,” Gundlach said. “You should be moving now.”

High-yield dividend stocks may have entered a bubble, and clients and advisors should be aware.

John Hancock Financial, the US division of Manulife Financial Corporation, has named Sebastian Pariath as head of John Hancock Operations, effective January 1, 2013.

San Francisco's Charles Schwab Investment Management emerges as yet another firm seeking an alternative to traditional preservation methods, filing for an actively managed ETF that specifically seeks capital preservation and daily liquidity.

Investors, still high on the muni market, continue to allocate money to municipal bond mutual funds, to the tune of $545 million.

Christmas came early for the FPA Perennial fund this year in the form of a Gold rating from Morningstar.

Fidelity Investments is fast becoming the mutual fund provider choice du jour among advisors north of the border.