Investments

Here's how to sell a second home with a smaller bill from the IRS. Plus, ETF picks for retirement portfolios, and an investment strategy that takes the edge off your clients' taxes.

Why seniors and physicians must overcome their fears of discussing end-of-life care; plus, how to plan for a client's retirement in their 60s.

The shift to passive has caused much soul searching, not to mention cost cutting, at some of the world's biggest money managers.

Net income also dropped to $319 million, or 79 cents a share, from $373 million, or 89 cents, a year earlier, the firm reports.

Investors paid 61 cents for every $100 managed in 2015, down from 64 cents in 2014 and and 73 cents five years ago.

Seeing "great bargains," advisors have been upping client allocations to equities.

Smart-beta styles underlie about one in five ETFs globally with an estimated $400 billion under management, and if they plunged, millions of investors would be burned.

French serve as head of beta solutions, the money manager said in a statement.

An absence of pensions has prompted older workers to increase their working hours and stay longer in the workplace, a recent study finds; plus, how your clients can plan for retirement in their 50s.

When average performances are analyzed rather than just the top funds, a passive strategy prevailed over the past five years.

Mutual and hedge fund managers dodged the toughest provisions of newly proposed U.S. pay rules designed to discourage excessive risk-taking on Wall Street.

Fidelity needn’t settle for another me-too lineup of smart beta ETFs.

Deducting management fees to lower your clients' taxes. Plus, the benefits of Roth IRAs and muni bonds.

A recent FINRA report actually bolsters arguments against investors using automated advice, according to the author of an agenda-setting study on digital advice and investment law.

Advisors managing assets within retirement plan vehicles, including IRAs, will need to take a hard look at their own pricing and practices, because simply disclosing conflicts of interest is no longer good enough under the new rule.

The Fed’s quarter-point rate increase is proving a boon to custody banks.

The market rebound has led to a notable upswing in domestic and global equities. But not all asset classes are seeing the same enthusiasm.

Retirement savers are advised to consolidate their old 401(k) plans to manage the money more easily and avoid administrative expenses; plus, why Social Security is a women's issue.

Voices: Even independent advisors have some adjustments to make. Here are some of the most important, according to managing director of TD Ameritrade Institutional.

Despite the many benefits that IRAs offer, many people do not use them as a retirement saving tool; plus, what parents should know about Social Security.