Investments

Making non-deductible contributions to a traditional account is the first step to a back-door Roth.

Performance demonstrates instruments’ strength and ability to offer protection.

Clients are hesitant to invest more in the face of global upheaval, advisers say, citing the recent coup attempt in Turkey, terrorist attacks and the outcome of the U.S. election.

The digital M&A trend has much in common with the wildly popular game app.

"The business model of the asset management industry is really archaic," says Scott MacKillop, founder of First Ascent Asset Management.

Hedge funds on average rose 1.7% last month, according to Chicago-based Hedge Fund Research, the fifth straight month of gains.

Treasuries and related securities at the Newport Beach, Calif.-based firm accounted for 45.6% of assets, rising from 39.7% in June.

The volatility can be painful, but these funds are often used to diversify portfolios and generate alpha.

Inflows into raw materials slowed to $2.4 billion in July, the least since money was withdrawn in December.

The longstanding notion of the U.S. as a respite from negative yields in Japan and Europe is now little more than an illusion.

The freedom to choose a more conservative retirement model is predicated on using a lower withdrawal rate.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

Republican presidential candidate Donald Trump described an economic plan that he said would create “the biggest tax revolution since the Reagan tax reform” and “cut regulations massively.”

A younger adviser sees the benefits in working side-by-side with technology.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

Their low or no upfront costs can bite down hard on an adviser’s future profits.

Pimco's struggles to contain outflows since the departure of money manager Bill Gross in 2014 are coming to an end.

They go for $1 each on the underground internet where illegal online transactions occur. PayPal account numbers command the highest price.

Buy them "for what they will do, not for what they might do."

Buy them “for what they will do, not for what they might do.”