Investments

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.

Private wealth will expand at a weaker pace through 2020 than previously forecast because the global economy isn’t advancing as quickly as expected, according to Credit Suisse.

BlackRock is rolling out its first impact-labeled U.S. mutual fund. In the nascent world of impact investing -- backing profitable companies trying to produce social and environmental good -- it is a milestone.

Investors added the most money to municipal bond mutual funds since January as state and local government bond yields fell to the lowest level in five months.

Federal Reserve Bank of New York President William C. Dudley said he expects the U.S. central bank to raise interest rates by December, while cautioning that this was not a pledge to action and will depend on the economy staying on track.

Long-term investors should take advantage of stock volatility, rather than immediately sell stocks and turn to bonds; Plus, how to make sure your clients' adult children retire well.

Promoting long-standing tax-managed funds to advisors will first require an educational effort about tax strategies on the part of asset managers.

Apart from retirement savings, home equity is another source of wealth that Americans can use to help fund retirement; Plus, why your retirement could cost you an extra $25,000.

Bill Gross claims he was wrongfully pushed out as the bond giant’s chief investment officer by a “cabal” of executives seeking a bigger slice of the bonus pool.

Fiduciary proposal opponents suggest that robo advisors may be unregistered investment companies, in violation of both the Investment Company Act of 1940 and SEC regulation.

A 65-year-old male with a long-term care insurance policy has a 32% chance of letting the coverage lapse before he dies, with his female counterpart having a 38% chance of doing the same; Plus, relocating overseas to avoid hefty health-related expenses.

Reflecting the global ambitions of Asian asset managers, South Korean-based Mirae Asset Management this summer quietly expanded its stateside presence, hiring four wholesalers across the country.

The world’s largest issuers of ETFs are holding talks with stock exchanges and market-makers to avoid a repeat of the issues that plagued ETFs during Aug. 24’s market turmoil, according to five people with direct knowledge of the matter.

An 80-year-old client will be better off keeping 70% of her investment portfolio in stocks if her Social Security benefits and pension payments are enough to cover her needs; Plus, can robots close the retirement savings gap?

John Brynjolfsson, the chief investment officer of Armored Wolf, said he is closing the money management firm to outside investors and converting it into a family office.