Investments

Retirees who can no longer afford to settle their debts because of job loss, business failure and other misfortunes may seek a one-time-payment settlement with their creditors; Plus, ways in which retirees can tap their portfolio using various strategies.

The biggest investors are increasingly using ETFs as a way to dabble in inefficient and opaque bond markets.

Taking a required minimum distribution from a retirement account to satisfy the RMD of another account is allowed only if both accounts are traditional noninherited IRAs or noninherited 403(b) plans; Plus, how to decide between a 401(k) and an IRA when saving for retirement.

Asset managers took lead roles to vehemently oppose the DoL's fiduciary standard proposal. In the course of the Department's hearings, some representatives fared better than others under scrutiny.

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

A 1035 Exchange is a good option for clients who wish to replace their old annuity with a new policy that offers a better package; Plus, a three-step plan to getting the retirement income clients need.

After riding a market boom to return almost six times the global industry average in the first five months of this year, Greater China-focused hedge funds had their worst month since September 2011.

An inherited IRA partly financed with nondeductible contributions requires careful record keeping. Plus, how tax deferrals promise millennials a great retirement.

Dividends that increase consistently over the long-term also have their pay-offs over shorter cycles.

Why retirees whose premiums that are not deducted from Social Security payments can expect an increase next year; Plus, explaining the menu of income annuity features and options.

A limited domestic market and a weak native currency have spurred a number of Canadian mutual fund providers to look to the U.S. retail market for growth opportunities.

Most mutual fund managers spread their money across many securities to curb risk, while a handful eschew traditional diversification and load up on a few holdings, convinced the rewards outweigh the dangers.

Nearly a dozen Democratic state senators express their concerns over the Obama administration's proposed changes to the fiduciary standard; plus the crazy way Social Security punishes spouses who claim early benefits.

Critics: DoL fiduciary rule would harm investors; Advocates: Americans' "retirement savings are being depleted by conflicts of interest every day."

Clients may want to consider the impacts of headline risk on securities before pulling out of municipal bond investments.

Clients can avoid risk by replacing low-yield bonds in their portfolio with high-dividend stocks; plus how and when clients should apply for Social Security and why parent education loans can ruin your clients' retirement.

Pimco has overcome the departure of bond trader Bill Gross and a record period of outflows from its funds may be on the verge of ending, said Munich-based Allianz, the company’s owner.

Concerns about over-regulation and accusations of industry cynicism led the opening of the Labor Department's hearings on its proposal to impose fiduciary requirements on retirement advisors.

Clients planning to retire with adequate savings are advised to reduce their spending and develop a strategy to lower their tax burden; Plus, how clients should decide on the right 401(k) and are baby boomers too optimistic about retirement?

The sudden closure of a TAMP spurred a competitor to seek a position to benefit from its demise, recognizing an opportunity to ramp up its growth plans, asset base and workforce.