Investments

El-Erian says we have borrowed market returns from the future. Allan Roth is having none of it.

"ETFs are just a better mousetrap than a mutual fund,” Kapito said Tuesday at an investment conference sponsored by Goldman Sachs.

Investors resumed redemptions from Bill Gross's Janus Global Unconstrained Bond Fund in November, taking out about $74 million, the largest monthly outflow since the erstwhile bond king took over the fund last year.

With automated advice platforms now a standard offering, the easy assumption is that technology is being universally adopted by advisers. Key insights from our annual Tech Survey, though, challenge that notion.

Seniors are advised to work longer and retain their equity investments to help their portfolios keep up with inflation; Plus, why retirees are moving again.

Stock demand is rising after the S&P 500 recovered from its first correction in four years, returning to a range that has confined stocks for most of this year.

Companies can use extra cash in their coffers in a number of ways to benefit clients. But if dividends are the goal, these companies aren’t likely to find a place in the mix.

Inflation is just one of the risks that annuity investors face since higher prices could lower the purchasing power of annuity payments; Plus, changing strategies for Social Security.

So far in 2015, Vanguard is leading a record $365 billion in net flows into low-cost and passively managed index funds and ETFs.

For the second straight year, tuition revenue will drop for about 30% of private universities, according to Moody's.

Similar to mutual funds, but for a fraction of the price, collective investment trusts can make a big difference to a portfolio.

Sky-high prices at recent art auctions – in one case up to $170.4 million – may have some wealthy, art-enthusiast clients seeing painted visions of dollar signs.

Some clients may be better off claiming benefits early if they are younger than their spouse and expect a shorter life span because of medical problems; Plus, what clients need to know about annuities.

A new study claims it’s better to buy whole life than to buy term insurance and invest the difference. What are you telling your clients?

Advisors can help clients know the limits on gift-giving to avoid the tax implications. Plus, year-end tax saving moves, and seven ways to lower your client's taxable income.

Investors should move to protect their money rather than reach for higher returns next year as central bank efforts to stimulate the global economy set the stage for markets to ultimately fall.

If the SEC's newest rules are enacted, open-end mutual funds and ETFs that invest in municipal securities are likely to become more risk-averse in a variety of ways that have implications for issuers and other investors that perhaps have not been fully considered by executives.

Janus Capital said the head of its fundamental fixed income unit, who oversaw an eight-fold increase in the firm’s bond assets over the past decade, is leaving.

J.P. Morgan’s asset-management division promoted James Peagam to head of global insurance solutions, an operation that oversees $78 billion of client funds.

Waiting until age 70 to claim benefits may not be the best option for all clients; Plus, 3 ways clients are unwittingly sabotaging their retirements.