Investments

What’s changed over the past year in constructing the right portfolio for our clients? Absolutely nothing. Here are the keys to portfolio construction, this year and next.

Vanguard researchers added up the benefit to clients of having smart financial advice. Here's how the numbers work out.

Pacific Investment Management Co.’s Bill Gross said asset markets from stocks to real estate are not overpriced because the Federal Reserve’s long-term policy rate will be half of what policy makers are forecasting.

John Hughes, the former senior trader on the exchange-traded funds desk at UBS AG’s global synthetic equities division, was banned from working in the U.K. finance industry over his involvement in a $2.3 billion unauthorized trading loss caused by Kweku Adoboli.

These strategies can help advisors achieve annuitylike results while cutting out intermediaries and increasing returns.

Alternative investments are reaching a much broader swath of investors. As a result, financial advisors are increasingly bombarded with questions from curious clients. Early adopters are in a position to answer these queries, but for the uninitiated advisor -- it's time to get up to speed.

As his biggest IBD acquisition closes, Nicholas Schorsch predicts more big-ticket M&A deals during a Milken Institute session; another panelist warns of inflated price tags and bad behavior.

While new rules and higher stock market returns have increased clients' tax liabilities, only 29% of advisors say they've initiated a conversation about the matter in the last quarter.

At Delaware Dividend Income Fund, lead manager Bob Zenouzi invests with an eye toward valuation and dividend increases.

The biggest money managers are asking U.S. Congress to fix a largely frozen part of the mortgage-bond market with a step that would echo moves taken during the Great Depression.

As interest rates edge up, advisors should understand which asset classes fare best during times of higher inflation.

As interest rates rise, new funds offer new ways of managing fixed income portfolios.

Exchange-traded funds focused on Brazil attracted their biggest inflows yesterday in 10 months following a 15% rally in the country’s Ibovespa benchmark index from a five-year low in March.

Our IRA expert answers questions about the number of recharacterizations allowed, earned income contribution rules and how to purchase annuities without a tax hit.

Mohamed El-Erian, who quit Pimco in January amid reports of clashes with Bill Gross, said the legendary bond manager is still one of the world's great investors.

The U.S. Securities and Exchange Commission is reviewing whether certain alternative mutual funds that mimic riskier hedge-fund strategies are complying with leverage and liquidity rules.

BlackRock Inc. said it will list an exchange-traded fund on the Brazilian stock exchange to track the U.S. benchmark Standard & Poor’s 500 Index.

Alternative mutual funds will be examined by the U.S. Securities and Exchange Commission to assess whether managers are complying with leverage and liquidity rules.

The world's securities firms are poised for 10 years of growth, according to Hans-Joerg Rudloff, the former chairman of that business at Barclays.

In a market pressed for yields, this category's "go anywhere" philosophy deserves consideration.