Investments

Pimco Unconstrained Bond Fund, one of the firm’s most important offerings as clients turn away from traditional fixed-income products, overhauled its investments in the fourth quarter, when Bill Gross replaced Chris Dialynas as manager of the $25.6 billion fund.

Credit Suisse Group, which runs Asia's third-largest private bank, will step up lending to first-generation business owners as it seeks to build relationships with potential wealth-management clients.

Redemptions from Bill Gross's Pimco Total Return Fund slowed to a 10-month low in February, the first month after the resignation of CEO Mohamed El-Erian.

Driven by a continued steep decline in refundings, long-term municipal bond issuance remained paltry, with the lowest February volume since 2000.

Longtime fund managers are improving their skills but are still not performing as well as newer members of the asset management industry, according to recent research released by the National Bureau of Economic Research

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

It's one of the most heated debates of investing that gained traction when Boston University economist Zvi Bodie stated in the mid-1990s that time plays no role in decreasing risks of holding stocks.

It's a New Tech World Order. Life - as we all knew it - is rapidly changing whether you're an advisor, fund manager, or investment firm.

The number of investment products focused on environmental, social and governance factors has risen steadily in the last seven years

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.