Investments

Keep your reputation intact, and your clients on track, by telling them to expect modest stock returns in the future.

Seniors who consider filing for Social Security benefits before the end of the year to avoid a hefty increase in Medicare Part B premium next year are advised to drop their plan; Plus, eight ways to build more retirement wealth.

Almost half of U.S. workers didn’t have a company-sponsored retirement plan in 2013, compared with 39% in 1999, according to an analysis of Census Bureau data by the Schwartz Center for Economic Policy Analysis at the New School for Social Research in New York.

Almost half of the $75 billion buyout loans arranged in the U.S. last year and tracked by Bloomberg in the secondary market are trading below their issue price.

Retirees are better off having an immediate annuity than other kinds of annuities, which charge hefty fees and early withdrawal penalties; Plus, 12 common IRA mistakes to avoid.

FINRA slammed the firms for failing to apply sales charge discounts to customers' purchases of unit investment trusts. Seven of the 12 were bank broker-dealers or TPM firms.

Bank of New York Mellon, the world’s second- largest custody bank, reported a third-quarter profit that beat analysts’ estimates as the company cut expenses to offset the impact of lower interest rates.

Assets under management at Pimco in September experienced the smallest percentage drop since co-founder Bill Gross departed.

Visualization can help clients address imminent risks to their retirement by allowing them to answer questions that contribute to making sound financial decisions; Plus, eight money moves your clients should make before retirement.

Navigate Fund Solutions has worked on two tracks to promote adoption of NextShares with asset managers and broker-dealers simultaneously. The firm is satisfied with its penetration into asset managers, with $600 billion in assets under management already.

Participants in the $23 trillion U.S. stock market have become more vocal about structural changes they’d like to see after the trading turmoil on Aug. 24.

When performing due diligence, retirement plan fiduciaries must be aware of new SEC rules for the money market funds included in their 401(k) investment lineups.

Bonds from California have returned 2.47% this year, about half a percentage point more than the overall muni market, according to S&P Dow Jones Indices.

Lawmakers have yet to agree on how to curb the increase in Medicare premiums next year that will affect 30% of the 52 million seniors enrolled in Part B; Plus, how clients can avoid outliving their cash.

Jeffrey Gundlach reached $50 billion in assets at his main mutual fund this week, the fastest an active stock or bond manager has achieved the milestone.

Clients are advised against trying to time the market or overreacting to speculation and media reports; Plus, millennials can't wait to pay off debt but many worry they don't earn enough.

The median state pension last year had 70% of the assets needed to meet promised benefits, up from 69.2% in 2013.

BlackRock’s revenue increased 2.1% to $2.91 billion from the same period last year as the firm brought money into most of its products.

Dan Draper, managing director of global ETFs at Invesco PowerShares, acknowledges there is a synergy between the popularity of ETFs and the rise of robo advisors.

This strategy allows clients to buy more shares over time, but it also can reinforce jitters if they're nervous about market declines; Plus, how clients can avoid Medicare Part-B increases next year.