Investments

Unlike pension plans which rely on market returns to fund their payouts, Social Security puts its investments in U.S. Treasury debt, which yields only 1% in annual return.

Punished by the plunge in the energy sector, some advisers await a rebound that can take advantage of master limited partnerships’ tax status.

The wirehouse has served as a major banker for the island commonwealth, which has been defaulting on a growing share of its debt and has been placed under federal financial oversight.

The ill-timed Alibaba trades add to the hedge fund industry’s woes as some of its biggest and best-known firms lose assets amid souring investor sentiment.

The region is home to more than 35% of all ETFs in the world, and yet it only holds about 20% of the money invested.

"We're moving to a subscription economy," says Motif CEO Hardeep Walia. "There are subscriptions for almost anything — music services, health care — why not investing?"

Market valuations are generally high this year partly due to a lack of rate increases, but fourth-quarter positioning can still present opportunities.

Donald Trump defends paying no federal income taxes on some of his returns from decades ago.

The simple analogy of a boat can help clients understand a sometimes complex investment strategy.

Altering the various components of a portfolio does not improve performance 100% of the time. However, it does improve the outcome often enough that it’s worth teaching your clients the ins and outs of this investment technique.

Experts say planners ignore offering counsel beyond numbers and investments at their own peril.

Echelon’s recent launch of a platform helps firms support firms’ ‘wealthtech’ strategies.

Flow Traders said it received regulatory approval to trade directly with big U.S. investors and companies.

How can firms adapt to automation without eroding their business or need for advisers?

PureFunds CEO Andrew Chanin discusses what differentiates his firm's novel offerings from the rest of the industry.

Buffalo, N.Y., is one of five cities where retirees who rely solely on Social Security for income can live comfortably.

Goldman Sachs and rival firm JPMorgan are making strides in the ETF market and taking on giants such as BlackRock, State Street and Vanguard.

As the recent skirmishes show, both firms see room for more large players in the ETF market.

Massachusetts’ securities regulator tells the robo adviser to change its client communications policy by the end of September.

Focusing on profitability and management of expenses helps alternative asset managers proactively manage and support their infrastructure more effectively.