Investments

Clients who want to buy property abroad using assets in their 401(k) or IRA should take steps to make sure funds will be available when they need it; plus, why probability software is unreliable for retirement planning.

Independent robo providers still have a chance to survive and reach sustainability, thanks to an expected flood of smaller accounts being shed as a result of the rule.

A study finds that the percentage of older Americans over 75 who take five or more prescription drugs jumped to 47% in 2011 from 24% in 1999; plus, who is exempt from Social Security taxes.

If you’ve only made note of birthdays and anniversaries, you’re missing out.

Ginnie Mae funds have their benefits, but they may be vulnerable to falling — and rising — interest rates.

Portfolio simulation shows that the retirement bucket strategy didn't perform well last year, prompting rebalancing to meet living costs; plus, how to get people to delay retirement.

NextShares Solutions President Stephen Clarke says actively-traded funds haven't yet overcome industry conservatism.

One of the world’s biggest ETFs that invests in Japan is delivering a double dose of pain to foreign investors.

The cost mutual funds charge investors is the lowest since at least 1996, according to new research from Washington, D.C.-based Investment Company Institute.

Strategies for writing off investment costs; plus knowing the taxes and penalties on Roth IRA withdrawals and tax breaks for college students.

A thought-provoking look at how Vanguard products – and potential retirement plan alternatives – touched off a debate.

Bludgeoned by falling energy prices, at least a dozen oil and natural gas companies have opted to cut dividends this year to preserve cash.

Hedge funds that bet on bonds prices falling were caught off guard as individual investors poured money back into junk debt funds in February.

Though much lauded in academic literature, there are good reasons your clients should not own a market portfolio, according to our columnist.

Research firm Cerulli Associates anticipates "unexpected changes" in the retirement space as a result of the Labor Department's proposed rule.

Pimco, BlackRock and Aberdeen Asset Management say they won’t take the Fed’s projections at face value when they’re updated on Wednesday at the end of a two-day policy meeting.

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.