Investments

Trusts, a standard tool in the anti-estate tax arsenal, can range from simple to extremely complex. Here are a few options to work with.

With mutual fund assets growing exponentially, more private fund managers are taking advantage and launching retail funds. They might be unfamiliar with the scrutiny faced by traditional mutual funds, especially since Sarbanes-Oxley was passed. There are things to keep in mind when considering the best Sarbanes compliance practices.

Holdings in ETPs backed by silver fell 0.3% last month, after declining 3% in December, while gold holdings jumped 4.1% in January. Retail investors account for 80% of U.S. purchases.

"Anyone who owns minerals rights is concerned," says Jonathan Meaney, an advisor with Carter Financial Management, an independent firm affiliated with Raymond James Financial Services.

The SEC has promoted former deputy director David Grim as acting director of its division of investment management.

Many clients think their workplace retirement plan is not worth it if there is no employer match contribution; Plus, how retirement plans can underestimate inflation

Kevin Carter's passion for emerging markets quickly put him at odds with the available ETF options for investors. Even in the largest offerings from established providers, he says the problem was apparent: investors weren't getting exposure to the innovative companies garnering global attention, such as Baidu, but rather staid, government-owned entities.

Pimco’s biggest mutual fund suffered about $11.6 billion in withdrawals in January, the 21st straight month of redemptions at the investment fund created and formerly run by bond manager Bill Gross.

Pimco's biggest mutual fund suffered about $11.6 billion in withdrawals in January, the 21st straight month of redemptions at the strategy once managed by bond manager Bill Gross.

China's growth is expected to slow to about 7.1%, still higher than most of the world. Its 10% growth of the past shouldn't be expected or wanted in the future, say experts at Wells Fargo Investment Institute.

With gas prices declining, clients should rebalance and consider adding energy stocks to their portfolio as a way to buy low and increase stability to their portfolio.

The ongoing, rapid growth of ETFs begs a question: is it sustainable, or will the market soon find itself in a bubble? A new global report on the ETF industry says there is little to stop its momentum.

DoubleLine Capital, the bond firm co-founded by Jeffrey Gundlach, attracted its biggest monthly subscriptions ever last month after beating peers in 2014.

Though the mutual fund provider will have a majority ownership in eMoney, the company will remain independent.

Advisors say clients have been increasingly nervous about investing internationally.

The big leadership issues facing executives in the asset management industry have multiplied in just a year, one reason why attendees at the upcoming NICSA Strategic Leadership Forum in Hollywood, Fla., might be hard-pressed to agree on a common concern.

Julius Baer Group is advising clients to switch out of Swiss franc cash accounts, saying it will refrain for now from emulating competitors by imposing new fees on such deposits.

Federal Reserve Governor Daniel Tarullo said asset managers could pose potential risks in a future crisis if they are forced into fire sales, and said new regulations might be warranted to promote stability.

High-yield funds are losing cash, yet still earning a profit. For clients willing to take on extra risk, here are the 10 largest funds in this category, along with performance metrics for each.

An inside look at the ETF business of a Morgan Stanley advisor turned asset manager.