Investments

This group racked up strong returns over a 24-year span of above-median inflation.

The wealth management platform of the future can manage client finances without having to interact with advisors, says Wealthfront CEO Andy Rachleff.

Even high-net-worth clients are reluctant to discuss LTC planning, a new survey finds.

While some funds show low valuations, S&P and Dow both stand at post-crisis highs.

Money market yields were low after the financial crisis — but that's no longer the case. Here's what advisors should do.

Even countries with solid prospects for growth and debt financing haven’t been immune to the selloff.

Despite a national trend of declining volume, a spike in foreclosure activity in these local markets has created a number of hot spots.

After the Fed raised rates, many market participants with fixed-income-heavy investment mixes are wondering what a period of rising interest rates could mean for their portfolios.

In an investor-backed power play, the tech startup wants wirehouses and banks to turn to it instead of traditional software providers as they make upgrades.

The Minneapolis bank is pitching the automated investment advice platform, a joint venture with a BlackRock unit, to a wide range of age groups, not just younger consumers.

When it comes to fixed-income evaluations, differentiating rhetoric from policy is key.

Disparate voices in the fiduciary debate agree that Form CRS might be too dense and complex to achieve meaningful disclosure.

The planned closures come just months after the firm introduced a lineup of artificial intelligence-driven products.

One option for the higher earning spouse is to use an IRA as payment.

Municipal bonds can be a more lucrative option for some retirement savers than comparable, higher-yielding bonds.

Variables tend to outperform the market and can offer risk protection.

The firm has been rolling out a robust suite of new and upgraded technology tools.

Some 1.4 million participants in private pension plans may be facing stiff pension cuts that could come as soon as 2028.

“Public pension plans continue to bury their heads in the sand living in a time warp of decades-old actuarial assumptions,” says a former Connecticut state treasurer.

There’s no playbook, but there is common sense, says XY Planning co-founder Alan Moore.