Investments

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.

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.