Investments

Grandparents are advised to give cash gifts without putting their future financial security at risk.

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.

More than 100 equity and fixed-income funds will be integrated directly into the firm’s advisor platform.

Last year's performance suggests the upstarts may have an Achilles' heel.

The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.

Nick Maroutsos’ vision for JUCTX, which lost over half of its assets when the ex-bond king pulled out, is far different from the unconstrained strategy.

Advisors who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.

Fund companies could launch a new type of product that does not have to reveal its assets.

The firm unveiled a discount in a footnote on page 94 of a revised regulatory filing.

VanEck, Hartford Funds and DoubleLine are among the firms with executives being honored.

The average expense ratio among the top-performers is 40 basis points higher than the average.

Clients who owe the IRS should pay their taxes by April 15 even if they have already secured an extension.

An educational campaign aims to place the products front and center amid increasing longevity — but sales figures show they’re already in the limelight.

The firm’s fixed income and currencies trading unit head is among the high-profile executives to leave, according to people familiar with the matter.

Digital advisors are tools, not competitors, says Mirador Capital Partners' Dan Murray. What's more, here's how they can enhance a firm's offerings to clients.

Hedge funds are under pressure to justify their fees as bond indexes extend gains.

If spending $5 a day on fancy coffee puts your retirement at risk, you’ve got bigger problems.

Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.

Direxion’s Rob Nestor and David Mazza discuss hiring and compensation strategies, ETF space developments and the rise of robos.

J.D. Power’s annual survey of self-directed investors displayed generational differences and the impact of equity volatility.