Investments

Just one investment can provide access to low volatility, high dividends and great returns.

Some clients want fancy flavors, but their funds don’t have to be the equivalent of chili coconut.

These seven mutual funds have had the most up years since the mid-1990s.

DoL regulators say they allowed for annuities and nontraded REITs in retirement accounts because they wanted to avoid the risk of clients taking heavy losses by exiting certain investments precipitously.

The rush is on to replace people with software in Europe’s insurance industry as cost cutting and automation become increasingly crucial to bolstering earnings.

Here's how advisors can help their clients decide whether they want exposure to the commodity or to related equities in oil companies.

Client should consider their life expectancy and get a cash-refund policy so their loved ones can inherit the money in case they die before the payouts start.

To get a head start on the new rules, Janus Capital’s Matt Sommer suggests these smart moves.

Blackstone will shutter a mutual fund that allocates money to hedge fund managers following a large redemption by the vehicle’s main backer, Fidelity.

“We are at a point now where every manager, whether in fixed income or equity, has to show value for the fees they are charging,” says one consultant.

Such funds can provide diversity, but find out a manager’s history and specific holdings.

History shows a worrisome trend around the newest funds.

Forget complex equations: Simple math is the basis here.

How millennial clients can get more out of their tax returns; plus, a $1 million tax credit clients aren't taking advantage of, and comparing Roth IRAs to deferred comp.

Retirees should expect lower returns going forward, but the safety of bonds still warrants a place in their portfolios; plus, considerations before taking Social Security early.

Given the potential for further ECB easing combined with Federal Reserve tightening in the near future, European stocks could perform well in the months ahead. Here are some European ETF choices for advisors and clients who favor dividend-paying equities.

The Labor Department finalized an amended version of its fiduciary rule, providing wealth management firms a lengthier timeline for implementation as well as more relaxed requirements for the best interest contract exemption.

ETFs that invest in fixed income attracted record deposits in the first quarter.

Why some industry experts say long-term interest rates may soon reach historic lows; plus, will change come to the Social Security windfall elimination provision?

Since 2012, Bats jumped ahead of Nasdaq to become the second-biggest operator of U.S. stock exchanges and got into currency trading, the world's biggest asset class.