Investments

The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.

Regulators and observers warn there are risks to mixing show business with investment advice.

Angst over the Fed’s decision to lower borrowing costs has seeped into the $3.8 trillion market for municipal bonds.

These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.

The sector may be edging into dangerous territory, analysts say.

If approved, the fund would be the first in the U.S. to follow a quantitative approach that allocates across asset classes based on risk.

Clients are advised to consider delaying their Social Security benefits, as up to 85% will be subject to income taxes, an expert says.

Retirement savers stand to lose more from the panic-driven selloff that comes before a recession than the actual market downturn itself, writes an expert.

The underperformance is a rarity for the fund, which has beaten the benchmark for nine of the past 10 years.

Nearly all bested the broader market at roughly a third the price of the average fixed income product.

The deal comes amid a flurry of similar digital investment acquisitions made by competing banks.

As much as $18 billion of inflows to money market funds last week were partly driven by the desire to “take some chips off the table,” an expert says.

IFS has notified regulators about the alleged illegal trades, which sources say cost the firm more than $10 million.

The simple addition of an exclamation mark to the names of some mutual funds led to significant declines in net flows, researchers find.

Depending on where they live, retirees can expect their six-figure savings to last more than two decades, data shows.

“There are too many negatives at this point. What Trump is saying and what the Fed is saying is no longer enough,” an expert says.

Acquiring clients can be expensive. Some digital investing platforms have turned to a marketing strategy they say may present “conflicts of interest.”

After hitting the lowest level since January, the fund climbed on Tuesday as the Trump administration made efforts to de-escalate its dispute with China.

Do stock market swings mean new opportunities for financial planners?

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.