Investments

"This has caught a lot of people off guard. We're all very surprised," said Karl Goody, a private wealth manager at Shaw and Partners.

A Yale Law School professor proposes raising the full retirement age to 76 and imposing a steep 80% penalty for the highest earners who opt to claim their benefits early.

The wide misconception is that digital advice is a self-service offering requiring little effort on the part of the adviser.

Developing-nation investors perceive a Clinton win as positive after Republican candidate Donald Trump put forward anti-trade pledges that may affect ties with Mexico and China.

Tuesday’s decision is the latest blow for the man who had been one of the most powerful public figures in the financial world.

Clients fare just as well, and possibly better, with their other investments by developing the same savings habits of these retirement accounts. Plus, getting more out of munis.

History shows the winning party and their policies will have minimal impact on returns.

Banks, technology companies and drugmakers paced the early rebound, with lenders headed toward their biggest one-day gain since August.

Wary investors pushed the S&P 500 Index of equities to its longest slump since 1980.

Here's what to watch for just before the counting of ballots begins.

The way a client invests has much more impact than they usually realize.

Seven of largest asset managers reported a record $50 billion in combined outflows during the third quarter of 2016.

Assets at firm's Total Return Fund have slipped 70% from its peak in April 2013 to $82.6 billion.

Investments in certain closed-end funds or preferred shares are strategies clients should consider to make their savings last, an industry expert says.

Fifteen of the 20 biggest open-end funds report net outflows over the last five years.

The company reported losses in three straight quarters through March 31.

Regulator comes down hard on compliance failures; additional $6.3 million must be paid back to investors.

How advisers can prepare for renewed interest in alternatives.

Mutual fund providers sought to use digital platforms as new distribution channels for their funds, but new guidance upends a strategy that would rely only on proprietary products.

Digital tools can supplement human advisors with ongoing counsel while the latter can also take over when an investor needs reassurance.