Investments

Trying to time the market is a “fool’s game,” but preparing for a possible downturn as retirement approaches can be a smart move.

Dick Lampen says the SEC charges against Dr. Phillip Frost, the firm’s primary shareholder, won’t affect its “significant” other resources.

Prepare yourself for the next big market downturn which may be exacerbated by highly leveraged derivatives.

One of the firm’s corporate bond funds is down 4.3% this year, while another has lost 5.4%.

Those new to Medicare may not realize they need to buy a separate policy to cover prescription drugs. There are some partial exceptions, but even in those cases, coverage can vary.

Copying big banks, smaller institutions are pairing with robos to meet changing mass-affluent preferences in long-term investment products.

The BNY Mellon Womenomics Fund, which picks companies that hire and promote women, has beaten the benchmark Topix every year since its inception.

Investable assets isn't the only category in which this demographic outstrips others.

Incumbents and startups are developing partnerships to help clients navigate difficult rollovers.

Advanced analytics is helping generate alpha, experts say.

The iShares 20+ Year Treasury Bond ETF took in close to $2 billion in September, putting it on track for its second most monthly inflows ever.

Investors have an average of 25 funds to choose from in their 401(k) plans, but some financial advisors suggest that the best approach is to pick a small number of very broad funds.

For younger investors, the current experience of "finding and investing in a mutual fund feels very broken," says co-founder of the investing app startup.

Some unresolved issues haven’t received as much attention as those related to federal securities laws.

The deal to purchase the asset manager could be announced in a matter of weeks.

The effective tax rate on qualified dividends for those in the highest income tax bracket fell.

Most apps and automated investing from firms should be understood as sales efforts; private equity is backing tech to replace advisors.

The net outflows are staggering, but recent studies show the relationship is far more nuanced.

But the benefits are not evenly distributed among taxpayers.