Investments

Alternative investments aren't just for institutions any longer. Alt mutual funds and ETFs have seen a 100% increase in inflows over the past two years.

Some advisors have found that covered calls outperform bonds and provide savvy selling strategies.

Despite declining numbers, defined-benefit plans are in vogue with small business owners and the advisors who serve them.

New York is attracting financial technology startup companies and venture capitalists, who like the proximity to large banks. But watch out for London.

Common Mistakes in Retirement Savings; Tuition vs. Nest Egg; Alternatives, Yes or No

In Digital Age, Top Compliance Considerations for Providers

Are mutual funds hurting your clients' portfolios at tax time?

Emerging Markets Show Biggest Premium Since ’12 in Vanguard ETF

The Challenge of Structure

Offering just one solution, even if you're an expert on that strategy, will limit your flexibility.

Most of the world’s economic growth will come from outside the U.S, yet most American investors are still under-diversified in international assets.

The value of small-cap value funds; Managing the "new retirement;" Clients want to be more "hands-on" with their 401(k) plans.

Hundreds of mutual fund and ETF providers gathered at Morningstar's Investment Conference last week to pursue their equivalent of high-speed dating: meeting face-to-face with the 1,400 planners and advisors in attendance.

"Smart beta" ETFs are attracting funds from both active managers and passive indexes.

High-net-worth clients increasingly find themselves having to support adult family members while Millennials consider how they can align their investments with their values.

Expert View: Small Budget, Big Impact

'There's no doubt that this world has opened up and more companies are now open to dividends,' says Thomas Huber of T. Rowe Price Dividend Growth Fund at the Morningstar Investment Conference.

With Europe still slowly muddling its way to recovery, investors looking for returns in developed nations should give Japan a second look, argue two experts.

Designing the most appropriate share class can be an underestimated component of a mutual fund manager's sales and marketing strategy.

U.S. authorities in Puerto Rico are investigating allegations that a former UBS AG broker improperly advised clients to borrow money to make investments, a person briefed on the probe said.