Investments

Pimco's Bill Gross recommends staying in bonds maturing in five years and less even after comments last month from Federal Reserve Chair Janet Yellen sent shorter-maturity yields surging.

The U.S. Securities and Exchange Commission’s authority to regulate mutual funds is being undercut by a panel of regulators assigned to examine threats to the broader economy, Commissioner Luis A. Aguilar said today.

Employees are putting more money into their 401(k) plans and Health Savings Accounts, according to a new study from Bank of America Merrill Lynch.

Of the 296 funds that picked up Lipper U.S. Fund Awards this year, only nine were peer-group winners for all of the eligible time periods. See the list here.

Of the 296 funds that picked up Lipper U.S. Fund Awards this year, only nine were peer-group winners for all of the eligible time periods. See the list here.

Fixed indexed annuities have helped drive overall industry growth, as advisors at large B-Ds and wirehouses embrace the controversial products.

The Pimco Total Return Fund, the world’s largest bond fund, produced the worst risk- adjusted return over the past year among 16 U.S. intermediate- term funds with at least $5 billion in assets, according to the BLOOMBERG RISKLESS RETURN RANKING

Vanguard Group Inc., the third- biggest provider of exchange-traded funds, gained ground on larger competitors this year after gathering ten times as much money into its ETFs than the rest of the U.S. industry combined.

The biggest rally in two years for Brazil’s Ibovespa benchmark signals to long-time bear Michael Shaoul from Marketfield Asset Management LLC that stocks might have bottomed out.

Across two generational groups, women say they plan to stick with their current planner.

Advisors buoyed by retirement activity, rising risk tolerance.

For RCS Capital's expanding empire of advisors and broker-dealers, the sweet spot will be $300,000 to $3M accounts.

As it turns out, larger and smaller RIA firms face similar compliance challenges.

Using recent research from the North American Securities Administrators Association, Harold Reimer -- head of private wealth management for Temenos in North America -- put together a list of advisory compliance best practices.

From positive outlooks for ETFs to asset managers in Asia gaining a greater portion of pay from net sales, here's top news impacting mutual fund and ETF managers and providers.

Former UBS banker Mark Zaino walked out of court a free man Thursday after a federal judge chose to impose no further sentence on him for his role in rigging municipal bond contracts.

With tactical managers for nearly everything, the hardest part is evaluating these offerings for clients because they all sound great in theory. Here are some ideas on how to approach the evaluation process.

New funds provide hedging tools to limit or amplify clients' currency exposure on their foreign investments.

BlackRock Inc.'s Laurence D. Fink, whose firm is the largest shareholder in companies from Apple Inc. to JPMorgan Chase & Co., is repeating his call to chief executive officers to engage with shareholders and be more transparent about balance-sheet decisions.

See how the sequence of returns affects portfolios differently by comparing three types of clients.