Investments

Global bond funds have been gaining in popularity due to their increased diversification, larger opportunity set and ability to reduce exposure to any single central bank, two leading portfolio managers say.

Jon Xu, chief technology officer and co-founder of FutureAdvisor, says the financial industry has only begun to tap the data available to it.

Gregory Nassour helps run almost $100 billion in U.S. bond mutual fund money -- but there's a reason you've never heard of him. He works at Vanguard and shuns the limelight.

Who benefits from a new law that allows retirees to make donations to charities directly from their IRAs? Plus, retirement challenges even millennials with 401(k)s will face.

Here’s how to counteract your clients’ tendency to buy and sell securities at just the wrong time.

The sector has been in a slump of late, but these funds have bested the S&P 500 over time.

Use fund clones or computer-simulated models to emulate the Buffetts of the world.

Here are three ways advisors can reduce execution risk and edge ahead in a beta-driven world.

Leveraged ETFs aren’t for most clients, but they may work for short-term hedges.

From just one in 2006, there are now many high-yield, dividend growth and total dividend funds.

Hot funds can turn cold. Is big, broad and boring the way to go?

These funds avoid complexities of short-selling but add other concerns.

Yes, these notes can be risky, but they have their virtues.

More advisors are looking to these equity funds as a way to neutralize currency risk in local markets around the world.

Help clients look under the hood of offerings to avoid unpleasant surprises.

Making fixes and adjustments to a portfolio can take time, so use these funds to right the ship temporarily.

These include currency-hedged or exposed, small- or large-cap, quality screened or all-inclusive.

ETFs routinely purge portfolios of holdings with large unrealized gains, while mutual funds seldom utilize this powerful tool.

A look at which months typically produce the best long-term results for different asset classes.

Best interest contracts don't allow conflicts of interest, but don't ban all conflicted compensation. The DoL may be giving the industry enough rope to hang itself.