Investments

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.

The human touch is still needed in the foreseeable future because advisors can approach complex situations with customized solutions, says one MIT professor.

Shortfalls in contributions have prompted many public pension plans to take enormous investment risks to increase their returns; Plus, two retirement plan options for entrepreneurs and self-employed clients.

Vanguard has joined the fight against a plan by the Financial Stability Board to identify too-big-to-fail investment funds, calling its proposal deeply flawed.

With the right buying and selling strategy, your clients can convert interest income into capital gains and slash their tax bills.

Potential rate increases are keeping income investors skittish. Here's how to deliver smart strategy and informed advice.

The Continent may offer clients the best hope of finding the next bond rally.

The wirehouses are increasingly relying on lending to strengthen client relationships, create stickiness for the firm and boost revenue.

A 60/40 mix won't offer full diversification. Seeing the historical performance of various asset allocation models can help advisors make better choices for clients.

Over the past 50 years, dividends of the S&P 500 have grown an average of 5.7% a year, outpacing the average inflation rate of 4.1%; Plus, how Social Security could be used by the government to address retirement inequality.

How well can active managers adapt to a market favoring passive funds and cheap ETFs? One firm's response is to offer a passive ETF of its own with the goal of demonstrating it can be good at passive and active strategies.

Pimco considered recruiting Gary Cohn, president of Goldman Sachs, as a top executive in 2013, people with knowledge of the matter said.