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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.
December 15 -
Advisors can tell clients that the Fed will likely be very cautious in the months to come, says columnist Kimberly Foss.
December 15
Mercer Advisors -
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.
December 15 -
Certain bonds have not provided clients with income or less volatility this year, says one chief investment officer.
December 15 -
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.
December 14 -
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.
December 14 -
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.
December 14 -
An anticipated rate hike has led some advisors to rethink fixed-income allocations.
December 14 -
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.
December 14 -
With clients worried, many advisors say they’ve recently pulled back on bonds and refrained from upping equity allocations, according to our new study.
December 11 -
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.
December 11 -
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.
December 11 -
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.
December 10 -
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.
December 10 -
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.
December 10 -
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.
December 9 -
El-Erian says we have borrowed market returns from the future. Allan Roth is having none of it.
December 9
Wealth Logic -
"ETFs are just a better mousetrap than a mutual fund, Kapito said Tuesday at an investment conference sponsored by Goldman Sachs.
December 9 -
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.
December 9 -
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.
December 9





