Investments

Amy Schioldager was responsible for BlackRock's first ETF portfolios in 1996. At the time, she recalls being told that ETFs would never be accepted.

Rarely has it cost so much to purchase low-priced stocks.

401(k) plans increasingly resemble the traditional pensions that guarantee a steady income for workers in retirement; Plus, personal finance tips for Americans considering retiring overseas.

Mutual funds and ETFs with overlapping holdings cloud the waters for rules aimed at tax-loss harvesting in individual securities. Be sure you're not putting clients at risk.

To earn success, says Sharmin Mossavar-Rahmani, the chief investment officer of Goldman Sachs' Private Wealth Management Group, do whatever it takes to become the best at what you do.

Women can gain leadership roles in asset management by having a voice, says Kim Mustin, the head of North American distribution at BNY Mellon Investment Management.

Martha King is proud of how far Vanguard's financial advisory division has come since the mutual fund giant launched its first ETF 13 years ago.

Saving on taxes during a liquidity event: Plus, how to get a double dose of tax-deferred savings, and when doing nothing is a client's best strategy.

Retirees who consider downsizing need to know that such a move doesn't always end up with savings; Plus, three steps to a safer retirement stash.

Michelle Mikos, the ETF business development director at Invesco Powershares, helped co-found Women in ETFs, a group dedicated to supporting women in the asset management industry.

Women must remain curious, have courage and bring confidence to the workplace in order to find and ensure success, says Maureen Leary-Jago, senior global advisor at MFS Investment Management.

As president of Chicago-based Ariel Investments, Mellody Hobson has dedicated herself to acting as an advocate of financial literacy and investor education.

Agents tout that these products offer 8% guaranteed returns, but this 8% is not a yield but an income rider; Plus, how the Supreme Court just improved your clients' retirement.

Carla Harris's message to women hoping to rise up in their fields: be true to who you are. Another: "If you consider yourself a leader in the 21st century you must be comfortable taking risk."

Mary Erodes has helped J.P. Morgan - with $230 billion in fund assets, excluding money market funds - to stand out in its ability to bring in assets, particularly to equity funds at times when other firms saw outflows.

Helping other professional women learn how to network and connect is a personal mission of Marie E. Dzanis, the senior vice president, head of funds and intermediary distribution at Northern Trust Asset Management.

The SEC is set to propose a requirement that mutual fund companies report how vulnerable their bond portfolios are to interest-rate changes.

A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements.

Some of Kelley's biggest contributions have focused on clarifying fiduciary issues related to money markets, as she's been a vocal proponent of ensuring that money market funds remain investment options for institutional and retail investors.

Nearing the top 1% of total U.S. households, the Obama family holds roughly $1.25 million in Treasury notes and bills.