Investments

By overlooking the federal program, advisors may be skewing asset allocations of their clients' retirement portfolios.

Lattice Strategies founder, Theodore Lucas, and Darek Wojnar, head of single-asset strategies at Lattice, discuss the separately-managed account provider's first ETF offerings and investment focus on risk.

Many financial professionals are accepting the idea that they likely won't beat the market and that investors therefore would be better off in low-cost index funds.

Instead of shifting all their assets to bonds and other safe investments, retired clients should keep some in high-quality dividend stocks; Also, clients should be self-centered when planning for retirement.

An alternate to the Sharpe ratio could help advisors calculate how much pain investors must endure for each unit of gain. Here's how to run the numbers.

ETFs that hold U.S. Treasuries are seeing more cash inflows this month than any other fixed-income funds for the first time this year.

For advisors to really help their clients, they need to get them to truly understand investing odds and focus on process rather than outcomes, IMCA attendees were told.

Mom-and-pop investors may sink $350 billion into debt funds globally this year, adding to the $3 trillion they've already poured into bonds since 2008.

For clients who want retirement income with minimal equity risk, advisors should recognize the 'mortality credit' advantage that the pooled funds in an immediate annuity can offer.

Missing the deadline for enrollment brings a penalty of 10% of the Part B premium for every year not enrolled--and in some cases, it's for life.

Financial advisors are just as critical about what they deem is a good company website and an increasing percentage will make decisions about whether to engage and choose product offerings based on a site's quality and ease of navigation.

While U.S. stocks have spent long stretches of the past six years rallying without the help of fresh mutual fund money, Bank of America and Exane BNP Paribas say the withdrawals show rising concern as the Federal Reserve weighs raising interest rates.

Retirement investors could post attractive returns amid high interest rates with high quality intermediate-term bonds: Plus, top mutual funds for 401(k) retirement savings.

A recent rule change has enhanced the appeal of these products. Here's what advisors need to know.

Advisors see buying opportunities, but recent volatility has left clients hesitant to up allocations.

Building a successful asset management firm is difficult. That's not an earth-shattering statement given that most firms fail to meet their expectations for asset growth. And yet each year, hundreds of firms plunge into investment management believing they have something to offer that will drive investor acceptance and success for their business.

The Nasdaq Stock Market has always been associated with cutting edge technology, whether it be for the companies it lists or the systems used to match buyers and sellers on the first all-electronic exchange.

Four investments clients can make completely tax-free; Plus, how the mega-rich avoid paying taxes.

Gen Xers can save in their 401(k) plans for a longer period of time compared with baby boomers, and can expect higher tax-deferred investment growth; Plus, the best and worst states for retirement.

Stock pickers have remained largely anonymous to the larger public despite a six-year rally that produced some outstanding funds. They've been overtaken by bond legends and hedge fund managers.