Investments

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.

The probability of success with stocks and bonds is higher and much easier.

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

Clients will flock to digital advice, but conditions favor incumbent firms, a study found.

There is something to be said for active managers in the age of Trump.

Figuring out how to build client portfolios now may leave advisors scratching their heads.

It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.

Data reported by the Investment Company Institute.

Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.

These turbulent times of regulatory upheaval have raised the existential question of how to adapt and protect profitability.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

These funds can affordably provide clients with REIT exposure.

"We're offering the same if not better-quality products at a highly reduced fee," said Eileen Duff, head of distribution at iCapital Network.

SunTrust Investment Services collected more than $1.1 million in avoidable 12b-1 mutual fund fees from more than 4,500 accounts, the SEC charged.

Why gaining short-term bond exposure through mutual funds isn’t a smart bet.

After spending a week holed up with several dozen employees in a New York hotel, the $1.4 billion hedge fund manager returned to Florida with a new focus.

When the current bull market fever subsides (or crashes), dividend investing will regain some of its lost appeal, writes an expert.

With damage from hurricanes Harvey and Irma clocking in at more than $150 billion, will funds with high exposure to property and casualty insurance take a hit?