Investments

Having credible, thoughtful answers to clients’ questions is essential to truly meeting a fiduciary standard of care.

The holdings in each of the three new offerings are rated A to BBB.

Data reported by the Investment Company Institute.

Sept. 25: Changes the DoL regulation has inspired — particularly in the mutual fund industry — are moving ahead, albeit slowly.

The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.

The performance is different depending on the index provider used.

Retirees who are considering investing in an immediate annuity can make sure they get a competitive quote by consulting the annuity payment calculator at immediateannuity.com.

Asset allocation is the glue that connects and aligns an investor’s goals and strategies.

Managers in the space have been raising cash at their fastest pace since 2013.

All posted positive returns over five years, but active saw the largest outflows.

Doing homework and knowing how to enter and how to exit are essential.

Figuring out how to make automated platforms appeal to planners has been a learning process, says the custodian’s technology executives.

Nearly 17 million investors will use the technology by 2021, a rise of 1.8 million compared to last year, Aite says.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

The key is creating a portfolio that clients will stick with through thick and thin.

The iShares fund reported $4.36 billion in new money as yield rose and the Federal Reserve prepares to shrink its balance sheet.

Clients may hold employer stock in their retirement accounts. It pays to know when and how to take distributions from it, Michael Kitces writes.

Have advisors learned nothing from the 2008 crash?

The market is estimated to be worth over $8 trillion in the U.S. alone.

Retirees can open health savings accounts, which offer tax breaks on contributions and qualified distributions, and tax-free growth on investments.