-
Earlier this year BlackRock, the largest asset manager in the world, announced that it would follow Fidelity and Federated in making changes to its money market fund offerings.
January 21 -
Third Avenue Management was sued by an investor who said the firm failed to maintain adequate liquidity despite signs the fixed- income market was increasingly volatile.
January 21 -
Record redemptions, regulatory pressure and market volatility took their toll. But these 10 open-end high-yield bond funds are the largest trading in the U.S., and we've ranked them by net assets.
January 20 -
The slide of steadfast high-yield bond funds has advisors and their clients wondering what comes next.
January 20 -
One planner sends an email saying: Stocks periodically go on sale because people panic.
January 20
Mercer Advisors -
When stocks tumble, retirement investors are advised to check market fundamentals to determine whether the drop is temporary or signals a broader decline; Plus, nine money apps to keep your clients' retirement planning on track.
January 20 -
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.
January 20
-
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.
January 19 -
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.
January 19 -
One contributor takes exception with the idea that many Americans are in trouble with their savings; Plus, clients should ignore calls to 'sell everything!'
January 18 -
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.
January 17 -
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.
January 17 -
Four key points to keep in mind while handling a market downturn.
January 15
-
A study of liquid alt funds finds that most of them do not significantly reduce portfolios volatility.
January 15 -
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?
January 14 -
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 dont add up for estate planning.
January 14 -
The energy industry lost its power in 2015. The price of oil plummeted, which, while nice as the gas pump, cost investors millions.
January 14 -
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.
January 14 -
AQR Capital managed the top-performing liquid alt fund in 2015, returning 17.6%.
January 14 -
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.
January 13



