Investments

A sharp decline in the rate of home ownership, coupled with rising rents, is taking a toll on retirement security; Plus, why people don't buy long-term care insurance.

Advisors can take these steps to evaluate funds to ensure they are operating at the highest standard.

Morningstar is now rating active fund managers against a composite of passive managers, net of fees, every six months.

Chicago-based RiverNorth Capital Management is hoping to launch the first closed-end mutual fund focused on the marketplace lending sector.

After some disappointing numbers from the first half of this year, Yellen may have concluded that she needed more time between June and September to be comfortable that the economy had regained sufficient momentum.

Tips for senior clients without children on how to begin planning for retirement; plus, how pre-retiree couples often miss the mark on gaging retirement savings.

Prevent clients from paying more on capital gains for some ETFs. Plus, why clients should know and care about passive foreign investment companies, and planning for the transfer of a business.

Analysis: Far too much professional courtesy from panelists at Morningstar helped perpetuate the fog around a subject that has crystal clear visibility.

Investors are flocking to passive funds, but that doesn't mean advisors should ignore the active strategy--both are still relevant for clients.

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.