Investments

Investors are reassessing expectations for dollar appreciation after the greenback strengthened against all 16 of its major peers last year.

In data collected from looking at the returns of 2,076 fund managers from 1975 to 2006, IFA researchers concluded that 99.4% of fund managers lack "genuine stock-picking ability," while 0.6% were "just lucky" at attaining positive returns.

Clients who consider buying an annuity are advised to avoid purchasing one big product and instead opt for several smaller ones; Plus, what boomers should know about required minimum distributions.

Vanguard attracted a record $236 billion in net deposits in 2015 as investors flocked to passively managed products.

While some clients may worry about rising interest rates, other factors, such as China and energy, could have a much greater effect on stock prices in 2016.

The funded status of the nation’s largest corporate defined benefit plans ended just as it did in 2014, due in large part to a rise in interest rates that were offset by a weak global stock market.

Scott Bessent, who oversaw George Soros’s $30 billion fortune for the last four years, will be managing $4.5 billion by the end of the first quarter, one of the largest hedge fund startups ever.

In the midst of global turmoil, these funds have turned in the best performances over three years.

The government's myRA plan isn't enough to fix the retirement system, says an economics professor; Plus, Social Security options for single seniors.

Chicago-based NextCapital announced a $16 million funding deal in mid-December that includes support from Manulife and AllianceBernstein. It had already found investors in 2014 from Russell Investments and Transamerica Ventures Fund.

Munis produced a 5.8% risk-adjusted return in 2014, more than double the other investments. They also outperformed in 2011 and 2012 as yields -- which move in the opposite direction as price -- fell to the lowest since the 1960s.

Planners need to understand some of the functions that might be included in a modern trust.

A study of 89 years of returns produces surprising insights about holding a portfolio for a very long time.

Bank customers who have financial plans are twice as likely to purchase insurance and investment products from their institutions, according to a new study.

Clients should not lose sleep over health care expenses after they retire as they can sign up for Medicare Parts A, B and D to cover hospital visits, doctor services and outpatient care and prescription drugs; Plus, essential money lessons for retirees.

The biggest U.S. investors suggest caution on bond returns as the Fed raises rates

How donor-advised funds can help charitable gifts, including those from Roth IRAs, work harder for your client.

Contrary to what some experts say, the U.S. is unlikely to experience a retirement crisis as data show that Americans have considerable savings for their golden years; Plus, the best way to donate to charity from an IRA.

Clients may consider including bitcoin as an alternative investment in their retirement portfolios, especially if they can manage the risks involved; Plus, why a qualified longevity annuity contract within an IRA or a 401(k) plan is a good option for clients.

A renewed appetite for Irish equities adds another leg to Ireland’s renaissance among international investors, seven years after the financial crash sent them running for the exit.