Investments

Some advisors are hesitant to recommend a conversion for high-net-worth clients since President Obama supports changes to key features of Roth IRAs; Plus, can Social Security benefits increase after age 66?

Lipper granted its awards to the best mutual funds and best overall fund families this week. Here are performance stats on the winning funds of the winning companies.

ETFs are not only for the retail investor looking to make investments on the cheap; product providers and researchers report institutions are increasingly driving ETF inflows by adding them to portfolios.

The most dangerous time for the Treasury market this month will be when the U.S. issues employment data on Friday, if February and March are any guide.

Despite fears of rising interest rates, long-term Treasury bonds are worth considering.

A client who earns a higher income than her spouse is advised to file for benefits before reaching full retirement age so her husband can begin getting a spousal benefit.

Our latest tracking data shows that advisors are allocating more to global equities due to changes in the European Central Banks's monetary policy and more favorable valuations compared to equities at home.

While market trends indicate an attractive environment for new entrants in the ETF space, fund managers need to make sure they are prepared from an operational standpoint.

The SEC furthered its investigation into whether senior asset-management executives at JPMorgan Chase developed a policy of improperly steering clients into investments for the firm’s own financial gain.

Clients should use the first-in, first-out strategy when selling stocks or funds in their portfolio to avoid hefty penalties; Plus, why middle class households are saving more than the rich.

As an advisor, you're not necessarily obligated to vote proxies for client portfolios. But you must make sure your policy is articulated clearly. Here are a few things to keep in mind.

Scott Powers retires as head of State Street Global Advisors in Boston.

Ronald O’Hanley, who stepped down last year as head of Fidelity Investment’s asset management business, is set to run State Street Corp.’s $2.45 trillion investment arm.

Floating rate funds offer solid income, but can be extremely volatile.

With the inclusion of data analytics, wholesaler compensation can be adjusted to put more attention on asset retention, says Matthew Fronczke, a director of research at kasina.

The Japanese unit of Massachusetts Mutual Life Insurance sold six times more bonds this year, shoring up capital as customers bought foreign currency policies amid a weakening yen.

For clients willing to wait for the start date, deferred income annuities can offer plump payouts.

Transferring an IRA asset to a trust is a strategy that provides the beneficiaries protection from creditors and divorce; Plus, what the proposed Medicare 'doc fix' means for seniors.

This week's roundup of notable industry news includes how fear over Fed interest rate hikes spurred investors to withdraw billions from bond ETFs this month.

Fischer said regulators must be attuned to the growth and evolution of the asset management industry after funds “that track the returns of indexes of relatively illiquid assets have mushroomed in size.”