Investments

Rates rising and falling? This strategy works either way.

The declines, he says, were the result of a widening gap between U.S. and German bond yields triggered by the crisis in the eurozone.

Morgan Stanley’s CEO believes the Fed will hike interest rates three more times this year.

As with equity portfolios, a key part of risk reduction is prudent and thoughtful diversification.

Alexandra Court had been promoted to global head of institutional distribution in 2016, a move accompanied by about two dozen job cuts in that division.

As a sustained bull run has made portfolios swell, managing the tax bill on those gains has become increasingly vital.

The Schwab U.S. TIPS ETF raked in more than $636 million in one day, the most ever for the fund.

Uncertainty over the euro’s future sent the Janus Henderson manager’s $2.1 billion fund plummeting nearly 3%, making a bad year even worse.

Having benefited from mentors throughout her career, Amy Zhang now guides other women and minorities on their paths to success.

The asset manager is expected to make the payout after it finalizes the sale of its insurance unit to Phoenix Group.

Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.

The aggregator has filed with the SEC, and the aftermath of an offering will be closely watched.

GraniteShares had yet to launch a fund when Kristen Winther joined two years ago. Now with five products on the market, it’s a “full-fledged business.”

Five members of the network will receive the scholarship each cycle.

Benefits are based on how much someone earns in their top 35 working years. So if there are fewer years in someone's career, their monthly retirement checks will be lower. Check out the other reasons clients could receive less.

The industry research organization LIMRA sees reasons for optimism despite flat overall sales figures in the first quarter.

As FS Investments' chief U.S. economist, Lara Rhame mentors four women at the firm, meeting regularly to discuss their professional and personal goals.

When clients are too focused on returns, bring the discussion back to expenses.

Advisors like the above-average returns and lower cost. But factor investing isn't risk free.