Investments

Power has shifted to the advisor, who is acting as the portfolio manager, ignoring intermediaries and going directly to the fund managers or assets they want in their portfolio models.

With the Federal Reserve poised to unleash its first interest rate increase in almost a decade there's a debate among investors about whether the past is any guide to how markets will react to a monetary tightening.

Retirees are breaking tradition and leaving their assets to grandchildren instead of their own; Plus tips to avoid taking out a 401(k) loan.

This year, for the first time since the financial crisis, hedge funds are winning.

One way ETFs are more tax-friendly than mutual funds; Plus, how entrepreneur clients can stop overpaying on taxes, and when AMT doesn't have to mean "assume more tax."

Global equities find growing favor with advisors and clients.

Plan sponsors are automatically enrolling newly hired employees, as well as those employees who are eligible but not participating in a retirement plans; Plus, the dos and don'ts for the final years of a client's career.

State Street Corp., which opened the first U.S. exchange-traded fund in 1993, is starting its first currency-hedged ETF.

Divorce is increasing among people aged 50 and up, which affects lifestyle and financial independence; Plus, 401(k) mistakes to avoid.

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.