Investments

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.

Retail advice revenue accounted for roughly two-thirds of RCS's total full-year revenue of $2.8 billion, but the company's 2014 loss was almost 100 times greater than in 2013.

The SPDR DoubleLine Total Return Tactical exchange-traded fund launches today. It will be managed by Jeffrey Gundlach, who also runs the DoubleLine Total Return Bond Fund, a top-performing mutual fund. It is the 26th ETF to be launched this year, but it is possibly the most important as a test of whether active management can ever thrive inside the ETF industry.

Pension plans grew 89% over the last 10 years, while GDP increased just 42%; Plus, provision in budget proposal that would prevent high-income workers from contributing to their 401(k) plans.

A few guidelines can help advisors identify the sectors and companies likely to be tomorrow's standout dividend payers before they're obvious.

The plunge in oil prices has claimed another prominent victim.

Web-savvy consumers now want greater engagement and information about brands before making a purchasing decision, and they're getting that information from influencers they follow on social media platforms. But the asset management industry in many ways is still working out how to connect with clients via social media.

Clients who are financially knowledgeable incurred annual investment returns that are 1.3% higher compared with those who are not; Plus, the disadvantages of a retirement buckets strategy.

Bill Gross’s $1.46 billion Janus Global Unconstrained Bond Fund trailed its benchmark in the fourth quarter of last year primarily because it had plowed about 5% of net assets into debt issued by U.S., Russian and Brazilian energy companies.

Deutsche Bank said it’s working to boost its investment in green bonds to 1 billion euros ($1.1 billion), joining competitors including Citigroup and Barclays in tapping profit from the quickly growing market.

Paul McCulley is leaving Pacific Investment Management less than a year after rejoining the firm, a departure that further diminishes the influence of co-founder Bill Gross at the $1.68 trillion money manager.

Experts recommend that employers be more flexible with workers who borrow money from their 401(k) plans, such as giving more time for repayment or allowing loans to be rolled over to the next employer's plan.