Investments

A new, free app from T. Rowe Price gives advisors key market intelligence in a modern, scalable and user-friendly way.

How to reap the rewards of municipal bond investments for your clients. Plus, deducting a client's medical expenses for savings.

Why the old tricks that many investors once used to gauge retirement allocations no longer apply; Plus, the use of private health plans surge as Medicare and Medicaid turn 50 and tips for a smarter retirement investing strategy.

'Shark Tank's' Kevin O'Leary assumed the starter role for his own venture into ETFs this month, partnering with FTSE Russell to launch the O'Shares FTSE US Quality Dividend ETF, the first in a series of five smart beta funds.

Goldman Sachs Asset Management is starting two money market funds and making changes to two others to comply with stricter rules for funds that offer a stable $1 net asset value.

While the 4% rule was created to set a minimum income floor, that doesn't mean spending can never be raised. Here's a better approach to withdrawal rates.

Clients should not be worried about the impact of plunging Chinese stock prices; Plus, six Social Security withdrawal strategies everyone should know.

Almost all robo advisors were founded in 2009 or later and they have never seen a meaningful downturn in the financial markets. This is a major issue.

Bond dealers are standardizing methods for analyzing fixed-income exchange-traded funds as they seek to boost trading.

The role of bonds is to provide stability to a portfolio. But this only works when clients understand the true purpose behind their fixed income investments.

Why timing is important for clients filing for Social Security; Plus, how to decide whether your client should invest in a 401(k) or a Roth IRA.

The sectors account for more than 100% of the indices growth.

While, on average, passively managed funds have outpaced their actively managed counterparts, there are certain times when actively managed funds do outperform.

Asset management industry critics of the Department of Labor's fiduciary initiative issued a torrent of comments blasting the proposed regulation as costly, unworkable and harmful to low- and middle-income investors.

A New York-based hedge fund manager traveled to Tehran to do scouting work. During a 10-day trip, he liked much of what he saw.

While raising the tax rate could help address Social Security's funding imbalance, there are other ways to shore up the program; Plus, when $1.5 million isn't enough to retire.

Some clients prefer to buy income-producing properties outright rather than invest in real estate investment trusts.

Recent years have been discouraging for investors in managed futures but some signs point to a possible turnaround.

The world's biggest money managers are staking a claim in the surging market for stock and bond ETFs that strip out currency risk.

Janus fell by the most in more than a month as investor flows slowed in the second quarter and profit trailed some analysts’ expectations.