Investments

Vineer Bhansali is leaving Pimco, where he was a managing director specializing in quantitative portfolios, to start his own investment firm.

Certain tax strategies can pay off in January. Advisors may want to have their clients jump on these as soon as 2016 starts.

It's hard to beat the crowd when you're a member of the herd.

Surprising results from our annual Tech Survey shed light on this new breed of digital-centric advisors and the edge they have over their less tech-savvy counterparts.

As the MSCI Emerging Markets Index heads for its third straight annual decline, 34 of 65 U.S. funds that track the benchmark had beaten it through last week.

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

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.