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.

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.