Investments

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.

BlackRock, the world’s largest money manager, said second-quarter profit rose 1.4% as it attracted money into higher-fee products including active funds and exchange-traded funds.

BlackRock, the world’s largest money manager, said second-quarter profit rose 1.4 % as it attracted money into higher-fee products including active funds and ETFs.

Actively managed ETFs are surging in Canada, expanding a market already dominated by iShares and posing a challenge to the mutual-fund industry that has among the highest management fees in the world.

President Barack Obama announces a renewed push for laws to help clients save for retirement; Plus, the three worst states for clients to retire and what happens when you take out a 401(k) loan.

Those looking for easy answers from a government report about what caused recent volatility in the Treasury markets — including whether regulation is to blame — were likely disappointed.

Industry giants BlackRock and State Street are rolling out hedged ETFs at an unprecedented clip after smaller rivals lured the bulk of $41 billion of inflows this year.

Goldman Sachs Group agreed to buy Imprint Capital Advisors, an asset-management firm that advises clients on investing based on their environmental, social and governance views.

Ways for clients to aid living costs by earning from their 401(k); Plus, why investing is so complicated and how to make it easier for clients

Clients can seek tax deductions designed to help this type of situation, as well as assistance from the Medicaid Cash and Counseling program; Plus, 3 habits that are hampering clients' chances of retiring early.

Likening covered calls to real estate rentals can help clients better understand the strategy.

With MLPs investors benefit from tax-deferred cash flow, but the tax reporting can be a nuisance. For the best tax treatment, clients must cope with K-1s.