Investments

Increased tax rates have made it more costly to sell appreciated assets, so it may be better to make charitable or family gifts. Specified selling strategies can also help keep HNW clients from max-tax territory.

Increased tax rates have made it more costly to sell appreciated assets, so it may be better to make charitable or family gifts. Specified selling strategies can also help keep HNW clients from max-tax territory.

When it comes to fixed-income, advisors often leave the driving to bond managers. But with potholes up ahead, this passive approach won't cut it. Here's how to survive the bumpy road.

Managed futures offer a less risky way to give clients commodities exposure.

The index fund giant is now almost as large as the next two largest competitors combined. Advisors are starting to wonder whether its dominance could become a problem.

Over a lunch of PB&J sandwiches, Vanguard founder John Bogle discusses the shift to passive investing, the rise in ETFs and the proliferation of indexes.

Municipal mutual funds reported inflows for a third straight week, as the prospect of lower interest rates lured investors.

The fourth generation of the Villere family shows that relatives can indeed get along - and achieve top performance.

ETFs are still gaining market share, but of course they aren't all having a stellar year so far. Here are the five best- and worst-performing ETFs so far this year based on data from Morningstar.

Here's what advisors can do when a client resists selling a stock that's grossly overweighted in his or her portfolio.

U.S. stocks swung between gains and losses, after the Standard & Poor’s 500 Index closed near a record, investors awaited testimony from the Federal Reserve’s Janet Yellen and tension increased in Ukraine.

'There will be absolutely no pressure to sell any of our products,' says RCS chairman Nicholas Schorsch, who built a fortune on nontraded REITs but has recently been acquiring several big independent B-Ds.

A survey of 500 mass affluent investors by an industry association finds -- conveniently -- high awareness and use of nontraded REITs.

For RCS advisors and brokers, the sweet spot will be individuals and families with $300,000 to $3 million in investable assets, Schorsch says.

Pimco's Mohamed El-Erian clashed with co-founder Bill Gross before announcing last month that he's leaving the firm, the Wall Street Journal reported.

Henderson Group Plc, a U.K. money manager, posted 2.7 billion pounds ($4.5 billion) of net inflows in the fourth quarter as individual clients’ funds pushed the firm to a positive flow for the year.

The location of the National Credit Union Administration suits its place in the hierarchy of U.S. financial regulators.

Financial advisors to some of the wealthiest Americans see struggling Puerto Rico as an outlier in the $3.7 trillion local-debt market, leading them to add municipal bonds as the steepest federal tax rates in more than a decade loom.

Fidelity Investments, the mutual- fund firm best known for its star stock pickers since it was started almost seven decades ago, named former bond manager Charles Morrison to run its asset-management unit.

The world’s biggest bond dealers are showing almost no confidence in the best annual start for Treasuries since 2008.