Investments

Only 25% of Americans use a 401(k) plan; It's ok to use Roth IRA to help pay school loans in some cases; Why the good news for retiree health care may not last

The 1% is literally rich beyond measure, depriving nations of billions in tax revenue and obscuring shifts in global inequality.

Investing in mature companies entails much less risk than betting on startups -- and can be rewarding to those who are more patient.

The brokerage and insurance units of Compass Bank were ordered to cough up money to compensate an elderly couple for duping them into buying one too many annuities.

The SEC has approved the MSRB's proposal to simplify its rules on professional designations by limiting the activities of some dealer representatives and eliminating one of its professional designations.

Can I do better than Social Security in investing my money; Rental income can help retirement in some cases; Getting more from your defined-benefit plan

Engaging Advisors Online

How to avoid investment bubbles; Real estate's rebound retracts; Warning signs of a 20% tumble in the market

With longer lifespans, assuring steady income streams for life means that many retirees will have to invest more aggressively. How are advisors putting those plans into action?

Is Your Series Trust the Wrong Fit?

Wealth gap lasts into retirement years; Will federal retirement wipe out Social Security benefits; Never too young to start saving for retirement

Without a quantum shift in savings habits, millennials are facing big trouble when they start approaching retirement.

A Vanguard model aiming to forecast the next decade’s returns offers some useful takeaways.

M&A activity is up. But is there a more systematic way that advisors can take advantage of these deals?

4 reasons not to panic about Social Security; The role of bonds in a portfolio; Education trumps retirement for single parents, and that's a cause for concern

After years of impressive performance, the bank loan market may be losing its edge.

Multiple reasons for business owners to offer 401(k) plans; Rules for juicing up your retirement account; Retirement number, who cares

UBS is facing more than $600 million in damage claims filed by Puerto Rico investors in closed-end bond funds, the bank said in its second quarter earnings report Tuesday.

Some are pushing investors to target intermediate maturities and others telling investors to adopt a barbell approach, a strategy where investors buy both short and long maturities.

As more and more advisors consider alternative investments, they must ensure that they are conducting thorough due diligence before recommending hedge funds, private equity funds or other non-traditional assets.