Investments

Multi-alternatives are a relatively new fund category that can replicate a large variety of strategies without requiring the costly minimums and fees that usually come with alternatives.

Bill Gross is no longer running the world’s biggest bond fund, but one thing hasn’t changed: his love for Mexico.

Tips for investors on securing their IRA and 401(k) accounts; Plus, how saying 'no' can help ensure a smooth retirement.

Even though ETF assets in the U.S. have surpassed those of hedge funds, there are managers returning at least triple the return of U.S. stocks and beating bonds by more than 10 times.

The iShares U.S. Healthcare Providers exchange traded fund has attracted $247 million in net inflows this year, the biggest first-half total since it started trading in May 2006.

Clients are advised to reconsider including target-date funds in their 401(k) plan; plus, why clients shouldn't convert all their IRA savings to Roths.

Robert Arnott, CEO of Research Affiliates, says the asset management industry has to change its mindset toward innovation in order to remain competitive.

When it’s spring and the days get longer, risk appetites grow and cash flows to equities, according to a new study. As winter approaches, safer alternatives like the money market come into favor.

The Chinese fund-management company, which oversees $100 billion, is seeking to open an office in New York “very soon” and another in London.

The concentration of CFAs in Abu Dhabi speaks to the power of an array of sovereign funds in the city charged with investing hundreds of billions of the nation’s oil-generated riches.

Advisors have been curious about this relatively new fund category. Here are the ones attracting the most assets.

In order to ensure maximized value of their retirement benefits, clients must be aware of Social Security rules; Plus, why automated retirement contributions are helpful for clients who intend to develop a spending budget

The head of a global standards-setting body argues that regulators overreacted to the financial crisis and says banking-style regulation is a poor fit for the asset management industry.

One of the hottest areas for U.S. money managers is quickly cooling off.

Goldman Sachs, which is looking to issue ETFs this year, hired BlackRock veteran Tony Kelly as head of product development for that unit.

The world’s biggest investment managers have won a reprieve from plans to label them as systemically important, staving off tougher regulation, as global authorities reassess the move.

A yearly withdrawal of 4% of savings, adjusted by inflation every year, may sometimes outperform annuities; Plus, five critical mistakes people make with Social Security.

Although the 4% initial withdrawal rule has historically done well for retirees, it may not always produce the same results; Plus, tips for retirement savings and why bonds should be a part of your client's portfolio.

Four mistakes to watch for when doing a checkup on your client's portfolio. Plus: Knowing when to give up stocks, and how annuity withdrawals are taxed

Ideal Asset Management CEO Rahul Shah says the bond between advisor and client is strengthened best through proven performance.