Investments

The $9.12 billion AQR Managed Futures Strategy Fund pulled in an estimated $360 million in net subscriptions last month through Aug. 28 as bets against commodities and currencies paid off.

Advisors and their clients may be rewarded for not joining the flight from tax-exempt bonds.

Advisors need to help clients avoid ‘recency bias’ — the distortions that recent, well-publicized events can bring about in their thinking.

It can take a lot of work to set up, but planners who help clients use effective cash flow management can greatly improve their lives.

There’s a surge of interest in learning more about the complexities of alternative investments. Don’t be left behind.

Index funds, robo advisors and likely Labor Department regulations are all putting pressure on the traditional 1% AUM fee model.

Passive investing is all the rage but there’s another fund family that’s quietly but exponentially growing.

Recent volatility in the stock market shows that people need an "idiot proof" safety blanket such as Social Security to ensure they will be guaranteed an income after they leave the workforce; Plus, 3 moves to make in a crazy market.

Bank of New York Mellon, which has been plagued for the past week with computer problems that prevented it from providing prices for mutual funds and ETFs, said today it has provided net asset values for both through Friday.

For almost 30 minutes as hundreds of billions of dollars were erased from equities, no signals were sent by the world’s most popular sentiment gauge as options prices turned erratic. When it switched on, the VIX jerked higher faster than anyone had ever seen, rising 82% on its first tick to 51, a level not reached since the financial crisis.

The decline in the stock market gives clients an opportunity to convert their traditional IRA to a Roth IRA; Plus, Gen X is sleeping through retirement wake-up call.

Investment costs, including inflation, can put a heavier dent on retirement income than many clients realize; Plus, can downsizing save a client's retirement?

"BlackRock is potentially a very powerful partner for advisors," says Sean McDermott, Corporate Insight analyst.

Mutual fund giant Fidelity Investments is warning deflationary pressures in the U.S. are building.

Which firms on the S&P 500 have the most cash on hand?

Equity allocations are generally higher than years past even for retirees, but some clients are still overexposed to stocks; Plus, the idea of privatizing Social Security is being suggested again by some.

BlackRock said it is acquiring digital wealth management firm FutureAdvisor, joining the ever more crowded ranks of robo advisors.

Robo advisors say they managed the downturn with little pressure from clients. Some in the industry wonder if that was a good thing.

Advisors reported that client allocations changed little in July, but worries about economic troubles were mushrooming, according to a recent survey.

Risk assessment and rebalancing are especially important when the market goes on wild swings; Plus, how clients can benefit from the market correction.