Investments

It was only the second time in a decade that the funds have shrunk at the start of June, in part because it coincides with a period when investors get paid from maturing debt and interest.

The $4.3 billion iShares 20+ Year Treasury Bond ETF saw investors withdraw $1.7 billion of cash in the six weeks ended June 5.

Education loans accounted for 30% of installment debt for pre-retirees in the 55 to 64 age bracket, according to a LIMRA survey; Plus, 5 signs your clients rely too much on Social Security.

Crafting messaging goals for fund providers in an era of strict regulation can be stressful. But communications firm Blu Giant says there are ways to develop strategies, even for social media, that can keep a provider from drowning in too much information or sinking under regulatory fines.

It was only the second time in a decade that the funds have shrunk at the start of June, in part because it coincides with a period when investors get paid from maturing debt and interest.

Clients need to embrace new ways of learning in retirement because the deeply ingrained ways from earlier in life are less effective in later years; Plus, 4 ways clients are sabotaging their retirement in their 30s.

Burdensome regulation costs and the prospect of potentially even more scrutiny continues to frustrate asset managers, but new management strategies and the continued growth of ETFs have proven to be bright spots for the industry.

The world's biggest investment managers, from BlackRock to Vanguard, have a simple message for Mark Carney, head of the Financial Stability Board: Stop trying to regulate us like banks.

Here are six new dividend-oriented ETFs and how they can pay off for your clients.

Some employers have made target-date funds a default option in their retirement plans, a move that has improved employees' diversification; Plus, many older people are torn between saving for retirement and helping their children pay for college.

Cloud-enabled content management solutions centralize collateral creation. Here's an explanation of why it can help your firm reduce technology costs.

Old Mutual Global Investors transferred management of a $272 million bond fund to Bill Gross at Janus from his previous firm, Pimco.

How to make your client's taxes less taxing; Plus: mid-year tax moves to help clients pocket more money, and figuring out taxes on options trades.

Do mashups offer an new investing opportunities or just create financial mush?

Asset managers groaning under the weight of regulatory requirements scrambled to learn more about recent SEC proposals that would increase their data collection and reporting requirements about their holdings.

Welcome to the era of ETF mashups, whose issuers act like Dr. Frankenstein and combine popular strategies hoping the result will be greater than the sum of its parts.

More seniors are using their retirement income to pay down their house debt, making them vulnerable to financial trouble once they run out of savings or suffer from an illness; Plus, why that 'guarantee' on your client's annuity might be a red flag.

People who decide to retire early share common traits that others don't have, such as having a happy marriage; Plus, a better way to help your clients tap their retirement savings.

Federal Reserve Chair Janet Yellen and other U.S. officials should push global regulators away from designating individual asset managers and investment funds systemically important, ICI said.

There's a cloud over the J.P. Morgan unit where pensions are managed: The SEC is well along in an investigation into conflicts of interest in the bank's wealth-management unit, whose products include individual retirement accounts.