Investments

Some funds that were in the black still turned in a poor performance — it’s all relative.

Mapping out their cash flow and identifying existing and potential problem areas are good places to start.

Retail interest in ETPs tied to volatility has dimmed since early February when the S&P 500 tumbled 8.5%.

Failing to monitor reinvested dividends could boost their tax bills.

Rebranding efforts from Allianz’s $595 billion asset management arm are aimed at reassuring investors that stock pickers are worth the extra fees.

This retirement investing strategy can be a hard one to implement, but it makes academic sense.

Acorns co-founder Jeffrey Cruttenden says clients would vote, if they realized they had the rights.

Clients who intend to leave a legacy to their loved ones should consider using a Roth IRA.

The proposal would lay out formal steps for setting up less-complicated funds.

Inflows have slowed? Actively managed funds would like to have that problem.

One manager’s new group of funds will launch in collaboration with leading nonprofits.

These funds emerged as investors sought yield amid an otherwise low-interest rate environment. As rates normalize, does this approach still have a purpose?

If history is a guide, your clients can stop freaking out about having enough money during their post-work life.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

With stock selection pegged to 10-year Treasury sensitivity, can these ETFs work when short-term rates rise?

A 20% gain sounds good, until you find out the category returned 30%.

Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing.

Over 40% of the fund’s portfolio is invested in the online retailer and global e-commerce behemoth Alibaba.

Here’s what the two seemingly contradictory trends mean for advisors.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.