Investments

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.

The iShares MSCI Emerging Markets Index rebounded from a four-week low after data showing a slowdown in China’s expansion bolstered speculation the government will take further steps to stimulate economic growth.

Three advisors for San Diego-based Total Wealth Management -- including one who apparently once worked for the FBI -- now face SEC charges for allegedly paying themselves concealed revenue-sharing fees from investments they recommended to clients.

Madison Dearborn Partners LLC has salvaged its bet on Nuveen Investments Inc. almost seven years after the disastrously timed buyout and two years after a star manager’s exit derailed plans for an initial public offering.

A New York landlord led by Nicholas Schorsch is set to become the first publicly traded real estate company focused solely on the city when its shares are listed on the New York Stock Exchange today.