Investments

Investors are flocking to low-volatility, where nearly all ETFs are outperforming their respective markets — be it large-caps, small-caps or international equities.

Rather than getting unnerved, here are actionable ideas.

Executives from the Alternative and Direct Investment Securities Association discuss challenges the nontraded REIT industry faces in light of the DoL's newly introduced fiduciary rule.

Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.

"The market has now almost completely priced out a rate normalization cycle, pricing only one 25 basis point hike over the next three years," a team at Deutsche Bank wrote.

The heavy buying in the ETF continued on Thursday, with two trades worth a combined $57 million.

"I expect a seismic change as product manufacturers will have to adapt to the new rule," says NextCapital's Rob Forreger.

As many high-fee hedge funds have discovered, promising a smooth ride can eliminate returns.

The bank is rolling out a new digital advice offering that pairs robo technology with financial advisers, most of whom have the CFP designation.

Industry insiders say wealth management is going through its biggest upheaval in decades.

Personal Capital CEO Bill Harris argues financial institutions are more focused on product offerings than clients.

"It was terribly important to us that we were participating and supporting a partnership with a firm that is innovating and has strong backing," said Richard Steinmeier, head of the Wealth Advice Center at UBS.

In an almost immediate response, the industry created a new T share class, which replaces high, upfront commissions with trailing commissions.

Pimco's $1.5 trillion in assets under management are down 25% from a high of $2 trillion in the first quarter of 2013.

The year-old automated advice service is revealing some new ways advisers use robos — and it's quelling some big fears.

These options can outperform under the right circumstances

MLPs deliver returns and may help lower payments to the IRS. Plus, the costs of age-related milestones and ETFs.

More than 60% of mass affluent clients don't know how much they are charged, according to a new study by consulting firm A.T. Kearney.

Clients holding municipal bonds are in a good position to wait it out, after policy makers left the target interest rate unchanged and signaled increases will be gradual, strategists said.

One approach enables clients retiring with large positions of highly appreciated company stock in their 401(k) accounts to save thousands on taxes.