Investments

TCW’s Metropolitan West Total Return Bond Fund collected more money than any other bond mutual fund in the year following Bill Gross’ sudden departure from Pimco.

The PureFunds ISE Cyber Security ETF launched in November. By July, The fund, listed as HACK, attracted $1.4 billion - one of the fastest ascents in ETF history.

The Internal Revenue Service has issued 2014-54 to simplify the process for 401(k) participants who convert their after-tax contributions to a Roth IRA; Plus, the basic rules for calculating, withdrawing RMDs from retirement plans.

Advisor interest in alternative investment training is booming as they seek to better explain and sell their clients on alt offerings.

Advisors can get a leg up with a deeper understanding of the correlation between oil prices and natural resources funds.

Commentary: The first wave of robo advisors went too far in denying any impact from volatility – which is just plain incredible, writes Daniel Satchkov, president of risk modeling firm RiXtrema.

People are less likely to save more in their 401(k) plans when they learn they lag behind their peers in retirement saving; Plus, six annuity fees advisors and their clients should know about.

Funds would have to maintain a minimum cushion of cash or cash-like investments that can be sold within three days. Funds also could charge investors who pull their money on days of elevated withdrawals.

Funds would have to maintain a minimum cushion of cash or cash-like investments that can be sold within three days. Funds also could charge investors who pull their money on days of elevated withdrawals.

SEC claims First Eagle Investment improperly used mutual fund assets to pay for the marketing and distribution of fund shares.

Retirees need to realize that pullbacks and corrections are part of investing, so they are advised not to panic when the market gets volatile; Plus, RMD rules for older workers.

Even among advisors who support the concept of socially responsible investing, agreeing on what that term entails exactly is tough.

The nine-year-old Morgan Stanley China A Share Fund, the first U.S. closed-end fund to invest in mainland stocks, has slumped 13% this year through Sept. 18 on a total return basis, compared with a 6.2% decline in the benchmark it tracks.

Investors feel more confident they'll achieve their targets, although that growing bullish mind-set comes from those who actually have retirement plans, according to separate surveys.

So much investor cash has been parked in fixed-income mutual funds and ETFs there’s concern that no one will be there to buy when money managers need to sell.

Apollo Global Management will help OppenheimerFunds push into structured credit, middle-market loans and direct real estate as the private-equity firm expands its strategies to retail investors.

Advisors say they have been proactively reaching out to clients, rebalancing portfolios and boosting cash positions in anticipation of an eventual rate hike.

Goldman Sachs may find breaking into the ultra-competitive U.S. ETF industry a long, tough slog.

Why some analysts say the proposed fiduciary standard could mean fewer and more costly investment choices for clients; Plus, five money milestones for clients to hit in their 40s.

The most anticipated ETF launch of the year will provide U.S. investors access to a basket of locally listed Saudi stocks.