Investments

Hurricane Sandy kicked up total estimated inflows to long-term mutual funds to $5.45 billion for the week ended Wednesday, October 24, according to the Investment Company Institute.

The registered investment advisor is becoming a portfolio manager, more than an advisor.

In real estate, the three keys are location, location and location. But in the case of Charles Schwab's latest ETF Investor Snapshot, the keys are real estate and more real estate.

The high-tech clients of financial advisor Laura Pedroncelli, of First Tech Federal Credit Union in Sonoma, Calif., are focused on their careers and willing to outsource their investments-and as a group, they're not very tolerant of risk.

Advisors have to walk a tightrope when retired clients show signs of dementia. How do you follow your clients' wishes and also do what's best for them when those two things begin to diverge?

As America grows older, advisors shift practices from accumulating wealth to generating income.

Credit conditions in China warrant special attention in light of the country's considerable size and systemic importance to the global economy.

The president and CEO of Investor Protection Trust discusses issues facing seniors and the special problems for which advisors should watch, including protecting them against fraud.

10 tips to prevent the missteps that cannot always be repaired after the client's death.

Planner confidence gaining, assets shift further into equities from cash

Investors have been flocking to alternative mutual funds and ETFs - and are being punished for it.

A diversified portfolio may need foreign stocks, but are non-U.S. bonds worth the trouble?

Funds specializing in gold and other precious metals glittered in the third quarter, but many other stock and bond categories also performed exceptionally well.

Living abroad seems like an inexpensive option for some prospective retirees, but there are many issues to consider.

Securities and Exchange Commission Chairman Mary Schapiro today made the following statement in the aftermath of Hurricane Sandy.

Transamerica has added four mutual funds to its retail lineup today including Transamerica Tactical Allocation, Transamerica Tactical Rotation, Transamerica Income & Growth, and Transamerica Enhanced Muni.

With liquidity still in short supply in equities and exchange-traded funds after the reopening of markets Wednesday, NASDAQ cancelled all trades in the first two minutes of activity in the Vanguard S&P 500 Growth ETF (VOOG).

Waddell & Reed Financial’s net income plunged in the third quarter due to losses from the sale of its Legend group of subsidiaries to First Allied Holdings.

Great-West Financial today reported that its Great-West Lifetime Funds grew 97% to $3.2 billion for the year ended September 30, 2012, compared to the same period a year ago.

Affiliated Managers Group, which bets on boutique investment management firms today reported third quarter earnings of $101.2 million, compared to $82.1 million for the same period of 2011.