Investments

Up to 10% of some corporate-debt funds’ holdings now consist of ETFs, a proportion that’s been rising for the past two years, research shows. Also, ETFs are also being used as an easy way to invest in bonds after receiving large inflows.

Bill Gross says he’ll keep trading for the next two to four years to prove he can still beat the market.

The best first step in preparing for health care expenses is to separate recurring costs from the less predictable ones; Plus. a proposal in Washington calls for required minimum distributions for Roth IRAs.

Bankers at the National Municipal Bond Summit said they believe new bond issuance will increase, especially in the high-yield senior living and charter school sectors.

Investing with borrowed money is just one way clients could harm their retirement portfolios; Plus, expats are advised to invest in a low-cost, taxable account.

The strong launch of an ETF with Jeffrey Gundlach's name behind it demonstrates there is room for more growth in actively managed ETFs, industry observers say.

The strong launch of an ETF with Jeffrey Gundlach's name behind it demonstrates there is room for more growth in actively managed ETFs, industry observers say.

BlackRock, the world’s largest money manager, cut fees on five bond exchange-traded funds, joining rivals in lowering costs to attract more investors.

Heavy fluctuations in stocks have increased in recent years. Here's one solution for advisors and their clients.

Retirement savers may consider rolling over their 401(k) assets to an IRA if they want to consolidate their retirement accounts and have an easier time managing their savings; Plus, the hidden threat to retirement.

Advisors have been turning to securities overseas to develop tactical opportunities for their clients.

Plus, how clients can avoid tax blunders, and why they shouldn't always stick to the standard sequence for tax-efficient portfolio withdrawals for retirement planning.

Asset management firms need to pay heed to the innovations happening in "fintech" right now, as peers and upstart digital firms provide clients with new ways to invest and manage money, and potentially new business models for the financial industry.

The world’s biggest money managers are mapping out proposals intended to grease trading in debt markets that regulators warn are at risk of seizing up in the event of a sudden rush by investors to pull cash.

Financial advisors and academics are helping retirees ensure their spending plans are on track by offering drawdown strategies that can adjust to age, account balance and other factors; Plus, five benefits of a capital gains retirement strategy.

While many of the fundamentals of bank programs haven't changed much, the products, technology and sophistication of advisors and clients alike have increased exponentially.

Regulators are now starting to show interest in how ties between leveraged loans and other links in the systemic chain -- including investment funds that buy up loans -- could magnify credit losses.

Pimco is seeing unprecedented client defections from its developing-nation mutual funds as poorly timed investments and below-average returns catch up with the firm. Customers have pulled about $10 billion since the start of 2013, according to data from the fund manager.

Advisors should advise clients to avoid buying a one-size-fits-all product and to check offerings by as many carriers as possible before making a decision; Plus, how to counsel pre-retirees who want to give financial assistance to their adult children.

Taking a simple approach hasn't hindered performance at Neil Hennessy's firm, which reported $5.9 billion in assets under management at the end of 2014, a 33% increase from the previous year. In the first part of a conversation with Money Management Executive, Hennessy discussed his firm's approach and why it shuns some market trends.