Investments

The energy industry lost its power in 2015. The price of oil plummeted, which, while nice as the gas pump, cost investors millions.

Hao Zou, a portfolio manager at Pimco, has left to start a firm providing an artificial intelligence platform for hedge funds, family offices and other institutional investors.

AQR Capital managed the top-performing liquid alt fund in 2015, returning 17.6%.

Despite increased transparency, many participants fail to take the time to understand what they are paying in fees; Plus, how much clients should have saved at every age.

Invesco acquired Jemstep, a robo solution for advisors, for an undisclosed sum. It's the latest in a line of digital advice moves from asset management giants, which began in earnest last year.

BlackRock is urging U.S. regulators to exclude ETFs from potential rules that could crimp investment returns.

By the end of 2015, Vanguard's Personal Advisor Services counted approximately $31 billion in total assets under management, the firm says, with $21 billion from new money.

Advisors are making portfolio changes, telling the TD Ameritrade sentiment survey they are worried about rising rates, among other concerns.

Here's what mutual fund clients stand to lose when they tap their investments during a down market; Plus, how to get big company 401(k) benefits at small firms.

The acquisition of Jemstep follows the steps of Invesco’s competitors to buy or build a digital platform.

Third Avenue Management, which took the rare step of freezing redemptions in a distressed debt mutual fund last month, saw investors also pull money from its equity funds, contributing to a 21% decline in the firm’s assets last quarter.

Energy sector declines have shown they can put the brakes on dividend-paying stocks, which over the long term have outperformed those that don't.

Fund flows over the course of a number of years now have been pointing decidedly in favor of passive strategies, he says, be they index, mutual funds or ETFs.

About 9% of the high-yield market now boasts yields above 20% — the highest amount since the financial crisis. Buyer beware.

2015 saw 15 records broken by the corporate bond market in 2015, though not all of them were necessarily positive.

Advisors may want to highlight the tax- savings strategies recently made permanent by Congress for investing in QSBS, REITs and more.

Sometimes it’s worth it to take a chance on illiquid investments. Here’s how to gauge the risk.

Retirement savers first need to decide the amount of time they have left before retiring; Plus, how clients should react to the market selloff.

How clients can tell ETFs which avoid taxable distributions from those that don't. Plus, the advantages of inheriting mutual funds in taxable accounts over selling them, and smart ways for setting up a scholarship fund.

Not adding a bonus to savings is just one mistake many clients make, but there are plenty of others too; Plus, clients who want to buy low and sell high need to invest when they're inclined not to.