Investments

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.

RCS Non-Executive Chairman Mark Auerbach says the decision to shut down its wholesale distribution business is "extremely difficult but necessary."

For clients looking for income, here are the large-cap companies that boosted their dividends the most in the past three years.

People in higher income brackets can consider replacing less of their pre-retirement income than the 80% usually suggested by financial planners; Plus, five things retirees can do to navigate the current environment.

Market performance under different U.S. presidents highlights the importance of heeding this key economic measure.

Retirement investors who want a new approach to asset allocation may consider one that classifies securities based on how long they intend to keep the investments in their portfolio to achieve their targets; Plus, which retirement savings plans are best for teachers?

Net issuance of U.S. notes and bonds will tumble 26% next year, according to estimates by primary dealers that are obligated to bid at Treasury debt auctions.

Considering a tactical adjustment for your client portfolios to benefit from the holiday season? Here's how each of the 10 sectors in the S&P 500 performed in Q4, on average, since 1990.

Transition to retirement means that clients need to shift from being a saver to a spender, and this could pose certain challenges; Plus, how indexed annuities could be subject to additional regulations under Department of Labor's proposed fiduciary rule.

Recent jittery markets give advisors a terrific chance to judge liquid alt funds. Better yet, a close look can help you better position the portfolios of clients worried about global markets.

Robos can give ETF providers brand new channels to distribute products and access new investors, says Dodd Kittsley, head of ETF strategy and national accounts at Deutsche Asset & Wealth Management.