Investments

Companies that provide advice on Social Security are rushing to update their computer after a new law scraps "file-and-suspend" strategies; Plus, five smart things your clients should do the minute they retire.

What client should consider when using charitable donations as a year-end tax-saving strategy. Plus, how to cut clients' tax bills when they sell securities.

Retirees who want to boost their current income stream and expect to have a long life span are better off with an immediate annuity than other annuity types; Plus, five myths about IRAs.

Federal Reserve Chair Janet Yellen faced tough questions from lawmakers on Wednesday covering a range of issues, including small bank burden, executive compensation, and living wills at a hearing focused solely on banking regulation.

Single country ETFs tracking emerging markets countries have actually seen $7 billion of inflows.

Since 1945, the S&P 500 has risen 77% of the time in the fourth quarter. What’s more, the average move was a gain of 3.8%.

Already gaining in popularity among advisors, low-cost annuities could receive a further boost if the Department of Labor's fiduciary proposal goes into effect.

Federal regulatory council indicates that it is working toward a comprehensive review of the asset management industry as the SEC pushes separate rulemakings.

James Warren, SEI's vice president and managing director of solutions strategy and development, received an honorable mention this year for the firm's Investor Fulfillment and Trade Order Solution.

Investors pulled money out of U.S. ETFs that invest in emerging markets last week for the first time since early October, ending the longest winning streak for the ETFs since May.

The baby boom generation and increased longevity is expected to drive philanthropic giving to $8 trillion over the next 20 years; Plus, how executives can minimize the retirement tax hit.

Using stop-loss market orders can backfire during extreme market swings. Stop-loss limit orders may offer a better approach.

If new fiduciary rules take effect, advisors will be pressed to provide lower-cost offerings. Variable annuities offer them a lot to choose from.

Two thought patterns guide our financial thinking. You should learn to listen to one of them, says Allan S. Roth.

DST was presented with the Innovation in Back Office Efficiencies Award at the 2015 NOVA Awards for improvements made in fund operations that demonstrate the firm's efficient use of technology, back office personnel and third party providers.

In a year where ETF launches are running toward an annual record, funds that employ leverage have almost quadrupled.

Prices and guarantees will improve for clients as robo-advisor tools continue to develop in the annuity industry; Plus, these two moves can ensure your clients will retire no matter what happens with the market.

As the Fed looks to tighten monetary policy, advisors must help their clients navigate a low-yield environment while also preparing their portfolios for rising rates.

Who really benefits from a partnership paying its performance fees not with cash but with a slice of the profits?

SPDR Gold Trust investors should welcome news that wash sale rules don’t apply to gold.