Investments

AIG affiliates were fined by a U.S. regulator for charging customers higher fees in mutual fund sales.

While the sector has been in a slump, advisors who go beyond the recent returns can show clients how these funds have bested the S&P 500 over time.

A California state judge tentatively ruled that Bill Gross met minimum requirements to go forward with his wrongful-termination action against Pimco.

These tips may take the bite out of individual income tax rate increases recently passed by Congress, says a leading retirement strategist.

BlackRock and State Street, along with more than a dozen industry participants, are urging regulators to take steps to ward off extreme market volatility.

The fixed-income trade is booming at BlackRock and other investment firms, which are capturing a greater amount of activity -- and fees -- with their ballooning credit ETF businesses.

With performance thriving and volatility trending lower, investors have pumped cash into high-yield municipal bond funds for the past 22 weeks to extend the sector’s more than two-year recovery.

Demand for global dividend ETFs has picked up.

Complications when using IRA investments to hold master limited partnerships; plus, minimizing taxes when clients are no longer on the payroll, and a smart RMD investment strategy.

One adviser goes head to head with the fund giant on fixed-income investing, managed payout and global bond funds, and the best solution for cash.

Pimco says investors should move out of government securities and into corporate credit because the U.S. will avoid a recession.

The clearing houses are too important to fail, and the current rules governing their risk management are too lax.

Active funds may be winning the ongoing debate at the moment, but that comes with a few caveats.

The federal government's failure to pass adequate measures to address the looming retirement crisis may prompt states to create their own programs, one researcher writes; plus, can clients have two 401(k) plans at the same time?

Active funds may be winning the ongoing debate at the moment, but that comes with a few caveats.

Advisors' most pressing questions on the proposal get answers from SEI's head of practice management solutions.

Many investors are improperly using target-date funds and are losing the "set it and forget it" benefit; plus, what Social Security checks will look like if cuts are made.

BlackRock issued and sold more shares than it was authorized to in its iShares Gold Trust, which could lead to penalties by regulators.

Three in five retirees cite staying mentally active as the reason they want to continue working; plus, if clients work in retirement, they should keep this in mind.

Your clients' money is no good to these portfolio managers, but investors who already own these funds can still reap the rewards.