Investments

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

The team went all in on Kate Moss.

Low-income years for clients, usually in between jobs, offer opportunities for cashing-in on investments. Plus, ways to avoid the tax traps of restricted stock units, and how Roth IRAs may be tax-free for years to come.

Retirement researchers, academics and retirees weigh in on the issues they learned earlier in life from their parents; Plus, how much retirement income will $1 million generate?

Though the industry reaped 34% profit margins and global AUM rose 10.5% to $67 trillion in 2014, revenues rose only 6.3% to $319 billion, while fees dropped an average 40 basis points.

By simplifying investments as much as possible, Acorns appeals to millennials who want to invest.

Potential regulatory legislation may soon restrict strategies surrounding the backdoor Roth IRA; plus, how to retire on $25,600 a year and why most clients can’t even guess what their Social Security benefits will be.

While most people in the retirement industry agree that the Department of Labor has its heart in the right place in wanting to protect individuals from conflicts of interest, many don’t believe the agency has gone about its rule-making in the right way.

WisdomTree is starting an ETF that seeks to minimize exposure to export-reliant companies in the U.S., which typically suffer when the dollar strengthens.

By streamlining their finances, clients can gain a better understanding of their accounts, as well as save on fees; Plus, 5 steps millennials can take now to help themselves later.

For either the best fund or the worst, how you couch the year's performance to date is key, industry communications experts say.

Apollo Global Management is teaming up with Ivy Investment Management to offer two new mutual funds.

There are several approaches by fund providers to better understand the millennial generation of investors and protect the viability of their offerings.

Mutual fund performance is similar to the performance of stocks, a Wharton professor contends. As a company matures and grows, more investors become aware of it, and its share price better reflects its prospects.

Ways your elderly clients can avoid becoming the victim of a scam; plus, what you need to know about Social Security benefits and what to do if your clients' 401(k) stinks.

How clients might benefit from putting a hold on certain retirement strategies; plus, tailoring retirement plans to small businesses and tips to reduce all that IRA paperwork.

Tax-savings tools for your clients. Plus, how clients can convert to Roth IRAs and take advantage of the benefits without a huge tax bill.

Carl Icahn criticized asset management firms such as BlackRock for selling ETFs that give an illusion of liquidity for “extremely illiquid, and extremely overpriced” securities such as high yield bonds.

The multi-strategy hedge-fund manager with about $7 billion in assets is seeking to raise $500 million for its first private equity fund.

How policy makers should address the growing state-run pension shortfall; plus, why the last check your client writes should bounce before they die and tips for clients to retire early without giving up what they love.