Investments

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.

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.