Investments

How to best convert a client's 401(k) to a Roth IRA. Plus, ways advisors can boost a client's retirement income, and last-minute techniques for reducing an IRS bill.

“Estimated stock returns will dwarf fixed income,” said Howard Ward, chief investment officer for GAMCO Investors.

Professional equity managers -- of mutual funds, pension funds or hedge funds -- use a number of methods to try to beat their benchmark index.

Your clients can realize real value from their losing investments, especially amid volatile markets, says Kimberly Foss.

A new study says that knowing other people's retirement savings can discourage clients from saving further; Plus, why clients should check 401(k) fees.

BlackRock cut fees on seven U.S. listed ETFs aimed at price-conscious investors, as competition for market share heats up.

The insiders debate who is growing, how many wealthy prospects there really are and where the robos will be most successful at the Tiburon CEO Summit.

One of the trends shaping fund distribution is heeding advisor demands to make the process more efficient through technology, says one asset management senior executive.

Indian regulators plan to allow online marketplaces such as Flipkart and Amazon.com to offer funds alongside other products

The restriction prevents clients from selling at a loss and buying back the same asset within 30 days. But there are strategies advisors can employ to use the rule to their clients’ advantage.

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.