Investments

Now more than ever, all asset managers face a challenging and rapidly evolving environment that poses both risk and opportunity in technology as we look toward the end of this decade.

Franklin Resources, manager of the Franklin and Templeton mutual funds, said fiscal first-quarter profit fell 6.2% as investors pulled money from the firm’s best-known global bond funds.

Despite the U.S. economy’s slower-than-expected fourth quarter, Amazon stocks see surprising progress after two straight quarterly losses.

Latest setback for Schorsch's financial empire as accounting firm steps aside.

The biggest challenge for any new firm considering an entry into the ETF market is overcoming the regulatory hurdles placed between a product and customers. Few understand that difficulty as keenly as Eric R. Ervin, CEO and co-founder of San Diego, Calif.,-based ETF provider Reality Shares.

Algarve, Portugal, Cuenca, Ecuador, and George Town, Malaysia, are among the 10 places in world where American retirees can get the most for their money; Plus, why investors should think twice before choosing a Roth IRA or Roth 401(k).

Invesco said fourth-quarter profit rose 5.6% as client assets increased.

A new effort by President Obama to tighten cybersecurity at financial institutions and other businesses could help light a fire under some firms that have historically been slower to react in the wake of a data breach and help financial institutions dealing with a tangle of confusing state laws.

Retirees need to carefully consider using robo investment advisors, which could put their investments at risk in the coming years; Plus, what Medicare costs in 2015 and what's covered.

The bond market's main concern is the ballooning ETF industry and how it has shaken up the traditional way to buy and sell debt.

If the buck keeps rising, which investment tactics will offer the highest payoff for clients?

Iran will get its first index exchange- traded fund tomorrow with the instrument’s creator betting on growing foreign demand for the nation’s stocks as it nears a deal to end sanctions over its nuclear program.

Clients can lengthen their long-term care insurance policy's elimination period, making the coverage more affordable; Plus, deciding whether a Roth or traditional IRA is right for your client.

Some fixed-income funds behave like equities, failing to give sufficient downside protection to a diversified portfolio.

Buy an index fund and let the bull market guide you to a 44% gain. Most money managers who actually pick stocks couldn't match the Standard & Poor’s 500 Index, let alone beat it. Thanks to three weeks of volatility, that’s beginning to change.

There are 13 states that subject Social Security benefits to tax; Plus, why investors shouldn't hold an annuity in their Roth IRAs.

A new Morgan Stanley Wealth Management study looked at investor sentiments on domestic and global economies.

Defense in the cyberworld is difficult. The invisible duplication of information is intrinsic to computerized systems. Adding to this complexity, we now use global-spanning IT systems with numerous known and unknown dependencies.

PRIMECAP, Dodge and Cox, Western Asset and Boston Partners are the latest winners of the Morningstar U.S. Fund Manager of the Year awards.

Morningstar's recognition goes to funds boasting high returns and smart trading.