Investments

Concerns about China and turmoil in Greece, along with growing speculation about the Federal Reserve were leading factors in the decline in investor confidence, according to a Spectrem Group report.

A key component to a successful wholesaling and marketing plan to capture AUM includes identifying wire houses, regional platforms, and other RIAs who currently use your existing products and indicate strong interest in owning your ETF.

Bill Gross, who has been running the $1.5 billion Janus Global Unconstrained Bond Fund since leaving Pimco last year, is getting a co-manager.

Financial planners are looking for better valuations in developed economies overseas.

One year after qualified longevity annuity contracts were included as an investment within traditional IRAs and participating employer qualified plans, more people begin to appreciate the product's simplistic design and unique value propositions; Plus, three retirement loopholes that are likely to close.

Once clients have a realistic idea of what to expect, advisors can help them reach a target number for retirement savings.

Face-to-face effort is one reason why BMO Global Asset Management has amassed $249 billion in AUM, with established footprints not only in Asia but even in the oil-rich Middle Eastern Gulf nations.

Lord Abbett applied with the SEC to create an interfund lending facility, the second such move by a large money manager in the past week.

Six years into a bull market, could a value tilt confer an advantage? Here's what the numbers say now.

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.