Investments

At the end of this month, Real Estate will separate from Financials to become its own sector in the S&P 500.

The IRS has proposed regulations that could reduce or eliminate valuation discounts for the wealthy by the end of the year.

Plan sponsors are open to the addition, but most participants aren’t taking advantage of it.

Investors can expect limited options or higher fees in their retirement plans as brokerage firms are evaluating their pricing structures to comply with the fiduciary rule.

The firm is among the first to detail how its 14,000 advisers will comply with the new regulation.

Investors are being tempted by the 6.2% gains this year by hedge funds betting on distressed assets and restructuring

This strategy may increase the value of these IRAs and reduce how much a client pays the IRS. Also, knowing when retirement account distributions are treated as ordinary income.

It can be hard to unlock real estate values in pricey areas if clients aren’t willing to move.

With a dearth of income alternatives for clients, advisers need to know that there are still some stocks that can do the trick.

Clients should realize that reaching the finish line of their career means the start of a new chapter of life.

Clients are anticipating volatility and favoring defensive allocations no matter the outcome, say advisers who participated in a recent poll.

It may be hard to unlock real estate values in pricey areas if clients aren’t willing to move.

It may be hard to unlock real estate values in pricey areas if clients aren’t willing to move.

"We think assets that are less exposed to economic growth are likely to perform relatively well," said Mike Swell, a global portfolio manager at Goldman Sachs Asset Management.

American Growth Fund announces its first offering focused on the legalized marijuana business.

Investors will listen closely for additional clues on timing for a rate hike when Fed leaders meet at an upcoming symposium.

American Growth Fund announces its first offering focused on the legalized marijuana business.

One criticism of online advice providers is that they must improve how they communicate to their customer what to expect when support is provided.

Financial literacy is low, and advisers have the opportunity and digital tools to establish themselves as trusted educators.

Benchmark government yields are within about 22 basis points of a record low in the U.S.