Investments

Advisors may want to take a close look now at these potential funds, which could rise above the competition for their different ways of investing in the dividends universe.

An anticipated rate hike has led some advisors to rethink fixed-income allocations.

If there are subsequent rate hikes in the coming years, clients will feel an effect; Plus, why falling gold and oil prices shouldn't be a concern for older clients.

With clients worried, many advisors say they’ve recently pulled back on bonds and refrained from upping equity allocations, according to our new study.

As signs of stress mount in credit markets, a $788 million mutual fund is blocking clients from pulling their money so its holdings can be liquidated in an orderly fashion.

The mutual fund company founded by legendary investor Marty Whitman makes a rare move to stop withdrawals while it tries to liquidate one of its funds.

How the profits on capital gain distributions can turn into a negative for your clients' wallet. Plus, time is running out on low-interest rate, intra-family loans. Also, not forgetting dependency exemptions before year's end.

Clients who have $30,000 in student loan debt would have missed as much as $325,000 in investment opportunities in their 401(k) plans; Plus, the one money move to make before the end of the year.

The burden is on money managers to demonstrate their value by finding "sweet spots" that increase returns and manage risks if they want to maintain record profits and compete with increasingly sophisticated passive investments, according to a new study from McKinsey.

Setting aside 15% of income for retirement may not be enough to build a nest egg that is adequate to cover living and other costs in the golden years; Plus, why investors should say no to universal life insurance as a retirement fund.

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.