Investments

Employees may express interest in annuities, yet few retirement plan sponsors are rushing to offer them within their 401(k) plans.

Warnings of a liquidity crisis in the bond market are a myth created by Wall Street in hopes of repealing regulation, said Krishna Memani, the chief investment officer of OppenheimerFunds.

Retirees can expect no inflation adjustment in their Social Security benefits in 2016; Plus, the cheapest and most costly states for retiree health care.

Investors yanked the most money in five weeks from municipal-bond mutual funds after Puerto Rico defaulted on debt.

Manulife Financial, Canada’s largest insurer, posted earnings that met analysts’ expectations as gains in insurance and asset management were tempered by rising interest rates.

Deductions high-net-worth clients won't want to miss. Plus, how to save on Social Security costs and doing the math on real estate taxes.

Take a more strategic look at the role of Social Security benefits in your clients' retirement accounts; Plus, how to play catch-up with your clients' retirement savings and the rules for making penalty-free withdrawals.

In a world dominated by institutional investors, hedge funds and service industries, sentiment is as likely to drive prices as anything else, says former Salomon Brothers analyst Laszlo Birinyi.

How one son's distribution mistakes when inheriting his late father's IRA can be avoided; Plus, the IRS and U.S. Treasury say no more lump-sum offers and how one couple plans to retire at 33.

Investors pulled $2.5 billion from Pimco's flagship fund in July, the 27th consecutive month of outflows from what used to be the world’s largest mutual fund.

Aberdeen Asset Management agreed to buy Arden Asset Management to expand its hedge-fund business.

An arbitration panel ordered the wirehouse to pay two former clients $250,000, a mere 10% of what they originally sought, in a case involving the sale of funds of Puerto Rican municipal bonds.

The billions of dollars in new capital from mutual funds into startups are largely responsible for skyrocketing valuations, fewer initial public offerings and talk of a bubble.

Pimco said regulators are considering taking action against the firm over marking of securities in the exchange-traded fund version of its flagship Total Return Fund.

Advisors are backing off equities and bonds, as volatility and the Greek crisis have some clients 'spooked.'

Commentary: No human, no matter how sophisticated, can operate as consistently, quickly or as efficiently as the technology powering an automated investing service.

In the past 12 months investors traded $18.2 trillion worth of ETF shares, according to data from the NYSE and Bloomberg. That means the amount of dollars exchanging hands through ETFs is now more than the U.S. GDP, which stands at $17.4 trillion.

Why the country's aging population has led U.S. policymakers to seek changes to Medicare 50 years after it was established; Plus, it's never too early – or too late – for your clients to plan for their retirement years and how to fix three retirement-savings flaws.

Index funds are surging in popularity, but most advisors continue to favor a blend of active and passive investment strategies.

It’s not just clients; advisors too are anxious that the good times won’t continue.