Investments

These ETPs are extreme outliers. As measured by one-year returns, one set of funds and notes has experienced amazing rebounds, while another group has painfully stumbled.

People turning 55 next year will be considered senior citizens and can take advantage of penalty-free distributions from retirement savings plans as long as they meet certain requirements; Plus, how to plan your clients' retirement income to avoid taxes.

Worries about an immediate downdraft in the credit markets following an increase were unfounded, one advisor notes, emphasizing his call to focus on long-term planning.

Clients who want to consult after retirement should first tell hiring managers at their own companies that they will be available for such a work arrangement; Plus, when retired clients should consider renting.

Avenue Credit Strategies Fund, a high-yield fund run by Marc Lasry’s Avenue Capital Management, put about 45% of its portfolio into cash earlier this week.

Higher interest rates will be a welcome relief for retirees who live on income from bonds, CDs and money market funds; Plus, clients should not assume their former employers will manage their 401(k) assets after they resign.

State Street said it incorrectly invoiced at least $200 million in asset servicing expenses to clients over a period of 18 years and will compensate customers.

BlackRock’s $114 billion alternatives business, which also includes private equity, infrastructure and funds of hedge funds, is among its most lucrative.

Many tax extenders are expected to pass in their agreed-upon form in a matter of days.

Three of the top five winners were in the technology sector. Among the biggest losers through November are companies with commodity products.

A 69-year-old retiree who is in good financial standing overall needs to buy more equities with large cash stake; Plus, clients who want to retire at 55 need to consider health insurance needs before they become eligible for Medicare.

Here are strategies and data to remember from fellow advisors and industry analysts.

Looking ahead to 2016, executives are focused on responding to regulatory demands, technological changes and managing market challenges.

The $358 million Northeast fund dropped 8.8% in the month through Dec. 14, more than any U.S.-based high-yield credit fund with at least $100 million.

If you want to know where others are investing, click through to see the mutual funds that have added the most money from investors so far in 2015.

Advisors can tell clients that the Fed will likely be very cautious in the months to come, says columnist Kimberly Foss.

If you want to know where others are investing, click through to see the mutual funds that have added the most money from investors so far in 2015.

Certain bonds have not provided clients with income or less volatility this year, says one chief investment officer.

The Financial Stability Oversight Council was characterized as an enigmatic interagency body that has not provided enough rationale for designating certain financial firms as a threat to the economy.

Scott Minerd, global chief investment officer at Guggenheim Partners, predicts 10% to 15% of junk bond funds may face high withdrawals as more investors worry about getting their money back.