Investments

Advisers and portfolio managers will soon need to pay more attention to real estate investing as it enters the mainstream.

The firm pulled in $148 billion in new client money during the first six months of 2016, surpassing its previous first-half record of $140 billion set last year, a spokesman said.

FIAs may generate upside with limited downside, a package that appeals to some advisers and clients — as long as some hurdles can be cleared.

Nearly 60% of wealthy baby boomers are more optimistic about tangible assets than about stocks, bonds, private equity and hedge funds, according to a recent U.S. Trust study.

"We always tell our client base that the potential opportunity is plentiful, but like every asset class, there is no guaranteed profit," says RBC adviser George Kursar.

"Gold and silver have already come a long way, so perhaps it's not surprising to see them pull back a little," one analyst says.

Spot gold also rose as much as 1.2% to $1,357.63 an ounce, near a two-year high.

Silver touched a two-year high and gold rallied for a fourth day after the Brexit vote spurred demand for havens.

At a time when stock pickers are losing prestige and assets, this SunAmerica fund manager is beating all of his rivals.

Team a top-ranked bond manager with a Nobel Prize-winning economist, and you might just have a shot at beating the stock market.

Despite fears of rate hikes and worries over Brexit uncertainty, there is still an essential role for fixed income in retirement plans.

Viewing these services only as a threat may mean a firm is selling clients short.

Viewing these services only as a threat may mean a firm is selling clients short.

Investors see a nearly 80% chance that rates will be unchanged at the next two meetings of the Federal Open Market Committee, according to prices of options on eurodollar futures contracts.

LongTail Alpha plans at least two strategies that may be available for clients in separate accounts or funds.

In the second part of his interview with Money Management Executive, Menard expands on the firm’s strategy toward product innovation and what business it won’t pursue.

Insurers including Northwestern Mutual are seeking to gain more capabilities through technology platforms.

As volatility remains a real concern, advisers will need to continue to transition into holistic and goals-based advice.

Consider high-yield muni bond funds to combat a client's fears after the UK's leave vote. Plus, a benefit couples should consider before getting divorced.

Brexit isn't seen having fallout as severe as the 2008 financial crisis, but you wouldn't know it from the rush to safety in the global market for sovereign debt.