Investments

According to research from online brokerage TD Ameritrade, there is one particularly risky ETF that is attracting the millennial demographic far more than other age groups.

Goldman Sachs has just filed for a new ETF called the Goldman Sachs Hedge Fund VIP ETF, which is based its popular “Hedge Fund Trend Monitor” research report.

What clients with college loans need to know to save on their taxes; plus, tips for expat clients filing with the IRS, and knowing the details behind local and state tax deductions.

Seniors who consider living in 55+ communities should determine whether the homes are age-ready and conducive for people with diminished physical activity; plus, how boomers became the disillusioned generation.

Mutual funds are vulnerable to runs that can spill over and cause problems in the broader financial system, according to a blog post published today on Liberty Street Economics by staffers at the Federal Reserve Bank of New York.

President Obama's fiscal 2017 budget proposal includes rules that would block investors from making "backdoor Roth" contributions; plus, the best cities for retirement jobs.

Asset location in three simple steps, according to Jefferson National’s Thomas Quinn

Mutual funds lost nearly $8 billion in outflows for 2015, a 2% year-over-year decline. See which Morningstar category performed the best.

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?

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?

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.

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.

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.

A look back at the markets may help advisors and their clients decide on whether to choose alternative strategy funds during a stock retreat.

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.

About $2.3 billion has flowed into these ETFs so far this year.

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.

Why clients entering retirement should consider adjusting their spending and saving habits; Plus, the 10 toughest investment decisions for retirees.

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.

A Vanguard tax lawyer turned whistle-blower David Danon and his hired law professor dispute recent expense ratio reductions at the firm.