Investments

Dueling data muddies Social Security Debate; Split up Social Security when couple splits up?; Beyond Medicare's ratings, picking a nursing home

Reverse mortgage rules have become more stringent but qualified borrowers can benefit from financial flexibility.

3 lessons from S&P 500 high-point; Getting a read on mortgage REITs; Tax-free savings for education expenses

What to call funds that can invest in almost any liquid asset in the world?

David Lau, the longtime COO at Jefferson National Life Insurance -- which specializes in Monument Advisor, a flat-fee variable annuity sold to RIAs and fee-based advisors -- has left the company.

What to do with an old 401(k) when changing jobs; Why it's so difficult to raise kids and save for retirement; 3 things to know about your 401(k)'s escape hatch

Is it ever smart to tap retirement accounts early?; A 401(k) rollover checklist; 5 reasons why you shouldn't retire at 62

When it comes to predicting where U.S. borrowing costs are headed, the bond market isn't taking Wall Street’s advice seriously.

Advisors today are realizing they have to be flexible, saying that they are just as apt to recommend a number lower or higher than 4% to clients as an appropriate withdrawal rate. And some are using means completely different to set rates.

While many investors have revived their love affair with corporate bonds this year, one stands out: Pacific Investment Management Co.’s Bill Gross.

Vietnam’s First Domestic ETF Offering Doubles Fundraising Target

Wealth management firms are positioning themselves to meet rising demand from millennial investors who want to better align their investments with their values.

Royal Bank of Canada, the first Canadian lender to report third-quarter results, said profit rose 4% to a record, led by investment banking, and boosted its dividend by almost 6%.

Municipal Market Advisors' recent research on ratings seems to counter recently raised concerns that Standard & Poor's ratings for some local governments may be too high and out of step with current credit conditions.

Beware of 'pension predators' promising cash; Challenges of extending your career after retirement; What's missing from your Social Security statement?

Investors have returned to equity funds now that the financial meltdown is a distant memory.

Content Marketing Challenges

Guest Viewpoint: Is Provider Satisfaction Enough?

6 things to know about rebalancing; Get these things right in your planning; Creative ways to cut your 401(k) fees

Writing options to increase cash flow might benefit clients who understand both the downside and upside risks.