Investments

Regulators are seeking to ensure that post-crisis rules and monetary policy aren’t creating a toxic brew that’ll explode amid a sudden exit by investors.

Major corporate pension funds incurred an investment return of 9.7% from their hedge-fund investments last year, lower than 13.7% earnings and dividends posted by the S&P 500; Plus, how much of a client retirement portfolio belongs in bonds.

Currency-hedged ETFs in the U.S. have taken in a record $39.6 billion this year, up from $8.9 billion for all of 2014.

Bank of America's Keith Glenfield says clients at the firm's Merrill Lynch wealth management unit are using alternatives to take a more deliberate approach to core allocations.

As more baby boomers age, withdrawals from 401(k) plans are outpacing new contributions, creating worries for asset managers; Plus, seven ways retirees can boost their income.

SEC Commissioner Kara Stein is worried that mutual fund sector is moving beyond the reach of the regulators.

Money funds are finding new ways to get the securities they need, opening a door for other institutions to step into roles once dominated by banks.

Two former Goldman Sachs Group Inc. bankers are starting a hedge fund to profit from a void in bank lending.

These mainstream strategies have virtually no chance of working for clients. So why are they still so popular?

While the IRS allows only one IRA rollover per year, clients are allowed to convert a portion of their IRA to a Roth account as many times as they want; Plus, when your clients should take their IRA required minimum distributions.

Power has shifted to the advisor, who is acting as the portfolio manager, ignoring intermediaries and going directly to the fund managers or assets they want in their portfolio models.

Power has shifted to the advisor, who is acting as the portfolio manager, ignoring intermediaries and going directly to the fund managers or assets they want in their portfolio models.

With the Federal Reserve poised to unleash its first interest rate increase in almost a decade there's a debate among investors about whether the past is any guide to how markets will react to a monetary tightening.

Retirees are breaking tradition and leaving their assets to grandchildren instead of their own; Plus tips to avoid taking out a 401(k) loan.

This year, for the first time since the financial crisis, hedge funds are winning.

One way ETFs are more tax-friendly than mutual funds; Plus, how entrepreneur clients can stop overpaying on taxes, and when AMT doesn't have to mean "assume more tax."

Global equities find growing favor with advisors and clients.

Plan sponsors are automatically enrolling newly hired employees, as well as those employees who are eligible but not participating in a retirement plans; Plus, the dos and don'ts for the final years of a client's career.

State Street Corp., which opened the first U.S. exchange-traded fund in 1993, is starting its first currency-hedged ETF.

Divorce is increasing among people aged 50 and up, which affects lifestyle and financial independence; Plus, 401(k) mistakes to avoid.