Investments

Following its online offering spawned from its recent partnership with Artivest, Nuveen's head of alternative strategies says he is confident his clients will now have the advantage.

During the dotcom craze, the conversation was about retiring before age 50. Today, it’s about working until age 80.

Try these strategies that put off withdrawals and shrink the government's cut. Plus, the financial benefits of early retirement.

The world’s largest mutual fund company attracted $198.4 billion in the first eight months of this year.

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

Clients are becoming less cautious about upping allocations to developed international and emerging market stocks, planners report.

Leveraged strategies may include selling volatility or dabbling in derivatives tied to interest rates or corporate credit.

With about $68 billion in assets in funds tracking it, the real estate industry has more money invested in it than any of the other main industry classifications.

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.

Preferred stocks are good candidates for retirees' investment portfolio as they can provide more income than corporate bonds.

These funds were once an insult to investors who prided themselves on picking the best stocks out of thousands.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

The dollar strengthened and Treasuries extended their steepest monthly loss since June 2015 amid hawkish rhetoric from Federal Reserve officials over the past two weeks.

Low-cost, online managed accounts may become table stakes for wealth management firms.

Aside from being impractical to build in the infancy of computers, an index fund, at one time, was an insult to investors who prided themselves on picking the best stocks out of thousands.

For value-minded clients, here are the cheapest funds (10 basis points or less) with the best 3-year performances.

Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.

The firm's expansion may also include assignments on private placements and unsecured-debt from real estate investment trusts, an executive says.

Since December, almost $90 billion has been withdrawn from mutual and ETFs, exceeding outflows from all but one year at this point of time in data going back to 1984.

A once-reliable spring of retirement proceeds has all but dried up. Here’s how planners are making sure clients have alternatives.