Investments

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?

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%.