Investments

For the first time, more than half of all 401(k) contributions will go into target-date funds, research firm Cerulli Associates estimates. It projects the assets in target-date funds to hit $2 trillion by 2019.

Sens. Ron Wyden, D-Ore. and John Hoeven, R-N.D., introduced legislation that would create Move America Bonds, which would generally be treated as exempt-facility, private-activity bonds but would have fewer restrictions and separate state volume caps that could be converted into tax credit allocations.

With assets of $110.4 billion, Pimco Total Return fell behind the index-tracking Vanguard Total Bond Market Index Fund, which had $117.3 billion as of April 30, according to preliminary data.

Hint: It isn't claiming at 62; Plus, four things to consider before retiring abroad.

A recently proposed expansion of the fiduciary standard to include rollovers and IRAs by the Department of Labor means authorities could give the industry more than just fines to worry about.

Funding for startups hit a high of $17.7 billion in the quarter, from $15.6 billion in the fourth quarter of 2014, because hedge funds, mutual funds and private equity firms all put money on the line.

Higher valuations, shakier bets: Advisors whose clients want real estate holdings face a new set of challenges.

Finally in recovery, today's property markets leave less room for sloppy thinking. Clients who want to invest in real estate may need more help than ever.

More than half of global employers surveyed by Vanguard say they intend to boost company contributions to 401(k) plans in the next five years; Plus, almost half of American workers (45%) are not saving for retirement.

A plan to avoid capital gains taxes; Plus, seven valuable things your clients can learn from their tax return.

Workers aged 65 and above accounted for more than 16% of the labor force in 2010, up from 12% in 1990, according to the Census Bureau--and many of them have no plans to quit.

New products, under the broad label of liquid alternatives, bring a value proposition of greater opportunities for diversification coming from sources that are largely uncorrelated to the equity and fixed income market, at least by historical measures.

Bill Gross said he wouldn’t hire Ben S. Bernanke as an advisor. He’d rather read the former Federal Reserve Chairman’s blogs and tweets.

Given the unpredictability in forecasting, betting on rates rising can be just as risky as taking the opposite stance.

Bill Gross said he wouldn't hire Ben S. Bernanke as an advisor. He'd rather read the former Federal Reserve Chairman's blogs and tweets.

If clients need to scramble to pay out-of-pocket medical expenses, that's just one red flag they haven't saved enough: Plus, some investors can't wait for higher interest rates.

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.