Investments

If Scotland votes for independence from the U.K., will that bolster or threaten the Scottish economy? What could it mean for ex-pat clients?

High-net-worth women are savvier about alternative investment choices than their male counterparts, says a study by New York Life MainStay Investments.

Annuity sales are up, even as some experts question whether certain products make sense for clients in a low-interest rate environment.

Should advisors be looking at a China that promises investor riches or a China that bodes disaster?

If you agreed with all the academics, billionaires and politicians who denounced Federal Reserve monetary policy since the financial crisis, you missed $1 trillion of investment returns from buying and holding U.S. Treasuries.

With 10-year Treasuries paying only 2.37%, and CD's offering investors even less, finding income for older clients remains a challenge for advisors.

Credit Suisse Group added private banking to its operations in Toronto as the lender seeks to win business from Canada’s wealthiest individuals.

What you need to know about IRAs and trusts; The easy solution to our retirement savings crisis; Prepare to retire with a gift annuity

Researchers in Bethesda, Maryland, have spent eight years developing a handheld device to quickly assess potential brain trauma in injured U.S. soldiers and athletes with concussions.

Some predict an increase in volatility in the U.S. followed by an uptick in global volatility. How should advisors help their clients prepare?

Can your financial advisor solve your retirement puzzle?; Don't let IRA contribution limits wreck your retirement dreams; How you can be happy in retirement

Besides the risks inherent in any equities, and those of gold price fluctuations, mining stocks may be subject to geopolitical threats as well. Is there any way to screen for such risks and focus on “safe” gold mining stocks?

Delaying Social Security and covering your fixed costs are just two of the tips for creating a sufficient retirement income.

Advisors who want to include single-country funds in clients' portfolios may have to choose between ETFs and closed-end mutual funds. While both versions trade like stocks, there are crucial differences to consider.

Robare Group netted $440,000 in payments from an unnamed broker-dealer for persuading clients to invest in certain funds, amounting to a clear conflict of interest, according to the SEC.

Are long-term insurance hybrids all they're cracked up to be; 3 reasons not to raid your retirement accounts; How dividends can make the 4% rule easy

Is there any reason to include global stock funds in client portfolios? Why not just use domestic funds and foreign funds in their asset allocation?

Clients often place too much importance on high performance and not enough on consistent returns.

Some regions of the world have outperformed others, but deciding how to allocate foreign equity dollars can be challenging.

Pensions and endowments have used liability-driven investing for years, but is it feasible as a retirement income strategy at the individual level?