Investments

Last year, real estate crowdfunding worldwide crossed the $1 billion mark. That amount is expected to rise by 150% this year to $2.57 billion.

The brokerage firms failed to waive mutual fund sales charges for certain charitable and retirement accounts, FINRA says.

Even as ETFs further their penetration into markets across the globe, many market experts say the funds will evolve and mature in the upcoming months, as advisors look to alleviate client concerns.

Investors pulled money from Pimco’s flagship fund last month, the 26th straight month it has experienced redemptions.

Lawmakers are likely to pass as early as next year some measures aimed at changing the rules governing Social Security, Medicare and Medicaid; Plus, five steps for a comfortable retirement.

Simplicity is often the goal for clients. But how simple should they get, and how can it be maintained in a fast-changing world?

Plan ahead for the government's cut of your client's dividend income. Plus, how a mutual fund sale impacts a client's taxes, and assessing tax treatments for options trading.

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.