Investments

Even after Congress phased out two popular claiming strategies, you should remind clients they can increase their benefits simply by being patient.

Funds targeting the industry's youngest retirement investors often take the most aggressive allocation strategies – which had the best five-year returns?

State Street’s asset management unit said Nick Good and Rory Tobin will take over management of the firm’s global exchange-traded funds business.

A deep dive into millennial's financial habits shows a stark generational difference from boomers when it comes to leaving the nest.

Faced with negative interest rates in their own countries, foreign banks and pension funds are looking increasingly toward U.S. municipal bonds.

The firm is not launching a standalone robo service, but says new technology will empower its roughly 7,100 advisers to better meet client needs.

Those still accumulating for retirement can also be affected but there are some important caveats, explains Michael Kitces.

A typical fund with an expense ratio of 0.75% will set a young investor back by nearly a half million dollars over the span of 40 years; plus, the portfolio strategy your clients need before and during retirement.

If clients are seeking performance steadiness, help them build a diversified portfolio that includes exciting engine asset classes but also some that will act as safety brakes.

Learn nuances of different funds to reduce taxes. Plus, getting the most out of a Coverdell Education Savings Account.

These funds have the luxury of time to be more aggressive – which had the best five-year returns?

Wealth managers report being divided on whether to allocate more client funds to global or domestic stocks.

When retirement is still nearly two decades off, which funds posted the best five-year returns?

Small companies that pay out distributions outperform those that don’t over the long term – with lower volatility.

Pimco's outflows continued, though at a slower pace, according to Allianz Chief Financial Officer Dieter Wemmer.

Ellevest considers factors affecting women such as the gender pay gap, earnings power over time, risk preferences, longer lifespans and caretaking responsibilities.

Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.

Excess cash and over concentration in specific assets can lead to trouble.

Which funds that are approaching their target year have had the best five-year returns?

Out of the 72 ETFs created this year, most either have an overly complex design or track a trendy (yet less than substantive) theme.