Investments

Investors are poised to pull as much as $400 billion from U.S. money market funds that buy commercial paper, predicts JMorgan Chase.

State Street's asset-management arm is starting an ETF that will track U.S. companies with female leaders.

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

The commission also settled related charges against First Southwest, a financial advisor, for failing to document its advisory relationship with the agency for seven months.

Advisors are now recommending reverse mortgages as a good option for clients to boost their retirement income, thanks to new housing rules; plus, how not to let divorce derail your clients' retirement plans.

Clients who saw a drop in value after converting an IRA to a Roth in 2015 may want to try these do-overs, which may trim their taxes. Plus, tips for millennials and some surprising deductions.

Employers can help their workers cope with their student loan debt while saving for retirement by using a new benefit platform; plus, why too much guaranteed retirement income can be a bad thing.

Jon Short, the head of wealth management at Pimco, is leaving after 10 years to join Dan Zwirn’s hedge fund, Arena Investors.

SPDR Gold shares have attracted $4.55 billion of new money in 2016, the most among all U.S.-listed ETFs.

A fund may close its doors to new investors for a number of reasons, but they can still turn out profits for their investors.

Women are 80% more likely than men to end up poor when they reach the age of 65; plus, why target-date funds are falling short.

A Roth IRA is an effective tool that senior clients can include in their estate plan; plus, a strategy for required minimum distributions that an affluent retiree doesn't need.

ETFs may be so complex and subject to such volatility that they require a distinct set of rules from equities, suggested SEC Commissioner Kara Stein.

Golub Capital is shutting down a $150 million credit-hedge fund that invested in distressed debt, following the market’s worst rout since the financial crisis.

Although sequencing is recommended when developing a retirement withdrawal strategy, retirees need to take a more flexible view since their tax situation varies from year to year; plus, how to figure out the amount of your client's IRA required minimum distribution.

Deposits into emerging-market ETFs that invest across developing nations as well as those that target specific countries totaled $139.4 million, down from $242 million in the previous week, according to data compiled by Bloomberg.

Why clients may want to examine their motivations for holding fixed-income assets in a rising interest rate environment.

Policymakers and other experts are debating just how much pre-retirement income should be replaced by Social Security; plus, student debt and savings don't add up.

Eaton Vance today will launch the first-ever non- transparent actively-managed ETFs. Is it too late?

Need liquidity but hate the tax bite? Pitfalls to avoid with taxable accounts. Plus, crazy-but-legitimate deductions, and how to approach charitable donations.