Investments

BlackRock agreed to pay $12 million to settle U.S. regulatory claims that it failed to disclose a conflict of interest of a top portfolio manager.

Entrepreneurs who are operating abroad need to take advantage of qualified retirement accounts for their business; Plus, why Social Security reform will never happen.

Carlyle Group will shut a pair of mutual funds started last year in the latest setback to private equity firms’ pursuit of individual investors.

Behind the accounting errors that knocked $4 billion off American Realty Capital Properties' market value was a hidden scheme that generated more than $900 million in managers’ fees and bonuses, investors said in a lawsuit against the company.

Nearly 60% of retirees started collecting Social Security before they reached full retirement age, reducing benefits by as much as 30%, according to a survey.

Announcing this year's winners of Money Management Executive's Top Women in Asset Management Awards.

The toast of Wall Street in 2007 have captured some of that dominance again in the first quarter of this year.

Pimco saw assets decline 5.4% in the first quarter as the money manager seeks to staunch client redemptions in the wake of co-founder Bill Gross’s abrupt departure.

Fidelity and Vanguard have almost the same investment portfolios in their target-date funds, but lower expenses give Vanguard's investors a higher return.; Plus, clients should try a retirement dress rehearsal before the big day.

Federal authorities for the first time have directly included rollovers and IRAs in their latest fiduciary standard proposal, and that could have a huge impact on firms in a fast-growing and profitable segment of the retirement savings industry.

If the Financial stability oversight Council was hoping for any kind of consensus on whether and how it should regulate asset management companies, the feedback it has received on its request for comment is likely disappointing.

Blackstone Group LP, the largest manager of alternative assets such as private equity and real estate, doubled first-quarter earnings as assets swelled past $300 billion for the first time.

With the following funds up more than 25% in three months, clients may be eager to get in. But advisors won't be so easily swayed.

The challenge for traditional firms like Wells Fargo Advisors, says its new digital head, is taking the reputation it has built through one-on-one client relationships over years and translating that for a digital age.

Bond ETFs have attracted $35.7 billion this year worldwide, on track to exceed the record $84.9 billion placed last year.

U.S. asset-management executives met with international regulators to make the case that their firms don’t pose a risk to global financial stability.

Investors are being prompted to ask some tough questions on the value their advisors bring, as well as training and compensation; Plus, how to build a tax-efficient portfolio for clients.

A recent Morningstar evaluation showed portfolio managers investing more than $1 million in their own funds had a significantly higher success rate than those who invested less, or even nothing at all.

Holders of the three biggest U.S. exchange-traded products that follow oil have withdrawn almost $300 million so far in April, leaving the funds poised for their first monthly outflow since September.

This type of insurance will not cover a policy holder's expenses for the first 180 days of care, a major concern for those without substantial savings; Plus, how to make the most from a Roth IRA.