Investments

Saving a few basis points on expenses is nice, but the critical issue is finding an ETF that does what you want it to do.

High-speed trading isn’t such a big problem for investors - but the underlying structure of the U.S. financial markets just might be.

Some assets work best in a tax-advantaged retirement plan while others belong in a taxable account.

A Financial Stability Oversight Council proposal that would regulate asset management firms in the same way large banks are regulated could have a major impact on fund company technology, operations and marketing.

Some assets work best in a tax-advantaged retirement plan while others belong in a taxable account.

Staggering income annuities may help address clients' anxiety about long life expectancy and low investment yields. Here are two different approaches.

Staggering income annuities may help address clients' anxiety about long life expectancy and low investment yields. Here are two different approaches.

Setting up small speculative accounts for adventurous clients may help to keep them on a prudent path with the rest of their portfolio.

An active tax indexing strategy enables clients with big holdings in their employers' stock to maintain the portfolio's risk positioning and reduce the tax pain.

When converting a regular IRA into a Roth IRA, it may be wise to use risky assets and be ready to undo the conversion if the assets move in the wrong direction.

Setting up small speculative accounts for adventurous clients may help to keep them on a prudent path with the rest of their portfolio.

An active tax indexing strategy enables clients with big holdings in their employers' stock to maintain the portfolio's risk positioning and reduce the tax pain.

When converting a regular IRA into a Roth IRA, it may be wise to use risky assets and be ready to undo the conversion if the assets move in the wrong direction.

Leuthold Global ranges broadly, hoping to find themes that are in favor no matter what the markets throw its way.

It's hard -- really hard -- to pick investments that outperform over time, Fama, the 2013 Nobel prize winner in economics, told advisors.

Narrow investment strategies and narrow fund categories tend to result in worse results for investors.

Narrow investment strategies and narrow fund categories tend to result in worse results for investors.

Royal Bank of Canada, the first Canadian lender to report second-quarter results, posted profit that beat analysts’ estimates on record earnings from wealth management and a lift from trading.

The fund association maintains the industry is already heavily regulated, and in the event of failure a single fund can exit the market in an orderly process with little disruption, unlike banks.

In its zeal for products and performance, the fund industry is not delivering what today’s advisors need.