Investments

When market volatility rears its head, even the best of us find ourselves questioning our financial plans. So here are answers to these frequently asked questions to set your clients' mind at ease.

Retirement savers looking to recoup 401(k) assets left with a former employer whose contact information they do not have can use the National Registry of Unclaimed Retirement Benefits; Plus, do-it-yourself retirement planning for the self-employed.

Investors pulled more than $2.1 billion out of U.S. ETFs that invest in emerging markets last week, the most since August. China and Hong Kong led the losses.

One contributor takes exception with the idea that many Americans are in trouble with their savings; Plus, clients should ignore calls to 'sell everything!'

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.

The investing strategy Warren Buffett recommends to his wife when he dies could lead to high stress for other investors during volatile markets since it calls for a high allocation to stocks.

Four key points to keep in mind while handling a market downturn.

A study of liquid alt funds finds that most of them do not significantly reduce portfolios’ volatility.

Clients need to craft a plan to withdraw their savings and, if necessary, reassess their retirement goals; Plus, what if clients are offered a lump sum at work?

Knowing which winning investments have less of a tax bite. Plus, the tax savings that comes with being a contrarian, and a look at when bonds don’t add up for estate planning.

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.