Investments

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.

If a planner were to suddenly wake up in 2022, he’d find that some of today’s practices have utterly changed.

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

The First Trust Dorsey Wright Focus 5 ETF has accumulated $4.2 billion in assets in a little more than a year and a half, despite having a fee that is far higher than even the asset-weighted average mutual fund fee of 0.66 %.

Industry executives and innovative firms will be recognized for their contributions to the asset management industry at the 13th annual NICSA/NOVA Awards on Oct. 29 in Boston.

Municipal bond sales in the U.S. are set to decrease in the next month while the amount of redemptions and maturing debt rises.

The median retirement savings of people aged 60 and above amount to just $50,000, lower compared to those in the 55-59 age bracket, who have three times the amount; Plus, how to ladder bonds.

Three years ago, Massachusetts-based RIA First National added an asset management unit to its $375 million wealth management business with a little more than $1 million in out-of-pocket assets to get the firm's tactical ETF strategy off the ground.

State Street said it’s firing 600 employees globally to accelerate cost reductions after the stock market slump will probably make its goal for fee revenue growth unattainable this year.

Contribution limits to 401(k) retirement plans for next year remain unchanged based on inflation adjustments made by the Treasury Department; Plus, four easy retirement plans for the self-employed.

Capital gains of up to $250,000 for individuals or $500,000 for couples will be exempted from tax, provided it was the seller's primary home for two of the previous five years.