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More seniors are opting to rent a home rather than own one, with the trend expected to continue in the foreseeable future; plus, are guaranteed retirement accounts the answer to the nation's looming retirement crisis?
February 16 -
Some of the best market segments last year were overlooked by investors, as clients often bought when they should have sold. Were your clients part of the herd?
February 16 -
Fund administrators will need to contend with technological change, increased client demands and new competition, according to a recent survey of management executives across the globe commissioned by FIS.
February 16 -
Regulator concern that funds could trigger the next financial crisis have been unfairly drawn from a subset of the market, BlackRock said in a study of bond-market liquidity.
February 16 -
With interest rates near record lows, it may be a good time to refinance a mortgage. We asked advisors to tell us about the conversations they're having with clients.
February 15 -
A look back at the markets may help advisors and their clients decide on whether to choose alternative strategy funds during a stock retreat.
February 14 -
With interest rates approaching record lows, it may be a good time for your clients to refinance their mortgages. We asked advisors to sound off on the conversations they've been having with clients.
February 12 -
About $2.3 billion has flowed into these ETFs so far this year.
February 12 -
The fund was purportedly a safe investment based on a computer algorithm. In fact, clients dumped millions of dollars into a fund, which later lost 80% of its value in a single month, authorities say.
February 12 -
Why clients entering retirement should consider adjusting their spending and saving habits; Plus, the 10 toughest investment decisions for retirees.
February 12 -
Strategies for lowering taxes for aging clients; plus, why your clients shouldn't harvest losses from IRAs, and the states with the lowest and highest taxes on gas.
February 11 -
A Vanguard tax lawyer turned whistle-blower David Danon and his hired law professor dispute recent expense ratio reductions at the firm.
February 11 -
Miller's fund is structured to make bets based in part on a computer model designed to predict natural disasters.
February 11 -
Why a federal judge ruled that a retirement plan is required to show the custodial agreements it forged with a service provider; Plus, the only annuity solution 'bonus' investors should be looking for.
February 10 -
Revocable trusts have been used mainly to avoid probate, but they also can help with a variety of unwelcome contingencies.
February 10 -
When investors in hedge funds rush to the exits at once, managers can find themselves forced to suspend redemptions.
February 10 -
Firms are hurt by slumping stock markets worldwide, prompting investors to dump anything perceived as risky.
February 10 -
The land grab for a potentially lucrative market is happening now.
February 10 -
These funds have the lowest 12-month price-to-earnings ratios. Does that present an opportunity for value-oriented investors, or does the risk-reward ratio lean too much toward risk?
February 9 -
Why the compensation model for variable annuities may need to change because of the Labor Department's fiduciary proposal; plus, the pros and cons of 401(k) loans and six critical moves for a carefree retirement.
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