Investments

Variable products suffered their worst quarter in two decades, while fixed contracts also declined.

A new body of research suggests an ideal retirement-planning approach may exist — but buyer beware.

The firm would not comment on the cause.

Advisors must understand the unique challenges presented by these companies.

A 10-fold return has made the cryptocurrency hard to ignore — even as experts warn about risks.

The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.

Investors would be required to sell the shares they purchase first, which often is the lot that has the most gains and thus generates the bigger tax hit.

Analysts are worried that flows to passive funds may create lockstep moves between shares, distorting the market.

Top performing planners adopt tech tools at nearly twice the rate of the typical RIA, according to an annual study by Jefferson National.

The cryptocurrency is viable, more private and more secure than the world’s major reserve currencies, proponents argue. They are wrong.

The seven funds are expected to begin trading in the first quarter.

The strategy could provide lifelong cash flow by trimming longevity risk.

The startup aims to work with exchanges, over-the-counter venues and fund accountants as digital currencies gain more mainstream acceptance.

Retirees should ensure that they take their first required minimum distribution from their tax-deferred retirement account in the year they reach 70 1/2 or face a 50% penalty.

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.

The metal has advanced 1.7% this month and is up about 12% in 2017.

The funds will classify stocks using artificial intelligence.

Data reported by FUSE Research.

Target date funds assume that the path to one’s golden years is linear and predictable.