Investments

How sequence of returns affects retirement portfolio survival.

The SEC’s recently passed ETF modernization rule, which expands choice in the market, “is probably the end of the mutual fund industry.”

It's no exaggeration to say rock-bottom fees are an existential threat to many asset managers. However, technology could still save the day.

Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.

With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.

Jason Wenk, founder of Altruist, is ramping up for an end-of-year debut.

Stunned by the cost of in vitro fertilization, this advisor quickly learns the importance of HSAs.

Appetite for cyclical plays like financials has picked up as trade negotiations between the U.S. and China show signs of progress.

Despite their high fees and double-digit returns, nearly all have even outperformed themselves so far this year.

Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”

Worries about the proliferation of new funds were high at the first Bogleheads conference without the company’s former leader.

The move comes amid years of mediocre returns posted by hedge funds, prompting investors to pull money and demand lower fees.

Many lenders have started to scale back as the fund industry copes with reduced demand for research following MiFID II.

While many workers don’t have access to pension plans, annuities can provide a source of guaranteed retirement income and address longevity risks.

A once-popular loan used to finance home renovations and college tuition is slowly dying, slashing a lucrative source of revenue for the nation’s largest banks.

Given that almost one-third of leveraged loans are just a downgrade away from triple-C, even a modest slowdown could create a snowball effect of sorts.

Without a rollover, they can experience “untold impact to their plan for securing retirement," an expert says.

The downside for their clients, however, is it may obscure just how much credit risk they’re exposing themselves to.

Strategies may include building out RIA channels and cash sweep programs in efforts to make up for revenue declines.

A successful financial plan is contingent on the success of the whole family, according to an expert.