Investments

You can do good and do really well after all.

These products may offer better exposure and liquidity for your clients investing in the bond markets.

Whether a true believer or agnostic, your clients' politics could be worth a fortune.

Why it's smart for retirees to bulk up on stocks; Plus, how to help your clients avoid losing out on Medicare if they’re still working at 65.

Muni experts expect outperformance by high credit-quality issues, a decline in refundings, troubled credits to dominate the headlines, and the Fed to raise rates in the second half of the year.

Because of convoluted laws and treaties, many clients are leaving money on the table.

Generation Y is more conservative than other generations when it comes to retirement savings.

Bill Gross joined the growing ranks of money managers expressing concern that a decline in liquidity could exacerbate losses for fund investors during a market decline.

Analysis: Fortunately, three industry giants appear more concerned about earning market returns and avoiding foolish behavior than introducing new "hot" products.

Following a strong first half this year for both U.S. mutual funds and ETF assets, many industry leaders are keeping a positive outlook for the remainder of 2015.

Shutting down the Greek market has trained attention on ETFs tracking its stocks, adding an element of speculation to their prices as long as the Athens bourse is closed.

A sharp decline in the rate of home ownership, coupled with rising rents, is taking a toll on retirement security; Plus, why people don't buy long-term care insurance.

Advisors can take these steps to evaluate funds to ensure they are operating at the highest standard.

Morningstar is now rating active fund managers against a composite of passive managers, net of fees, every six months.

Chicago-based RiverNorth Capital Management is hoping to launch the first closed-end mutual fund focused on the marketplace lending sector.

After some disappointing numbers from the first half of this year, Yellen may have concluded that she needed more time between June and September to be comfortable that the economy had regained sufficient momentum.

Tips for senior clients without children on how to begin planning for retirement; plus, how pre-retiree couples often miss the mark on gaging retirement savings.

Prevent clients from paying more on capital gains for some ETFs. Plus, why clients should know and care about passive foreign investment companies, and planning for the transfer of a business.

Analysis: Far too much professional courtesy from panelists at Morningstar helped perpetuate the fog around a subject that has crystal clear visibility.

Investors are flocking to passive funds, but that doesn't mean advisors should ignore the active strategy--both are still relevant for clients.