Investments

Valuations in the Standard & Poor’s 500 Index increased by the most since the financial crisis last year as 460 stocks rose, more than any year since at least 1990.

William Kohli, the world’s top global bond fund manager, has made daring moves during his career from an early age.

Investors poured a record $191 billion into U.S.-registered exchange-traded products last year, topping the previous peak of $187.2 billion set in 2012.

With computers increasingly doing the bulk of the trading on Wall Street, correlation between asset classes have become more pronounced, says Lance Roberts, CEO of STA Wealth Management

Are your funds' compliancee processes up to par?

During a year in which Japan stocks were the top performers in the benchmark MSCI AllCountry World Index ex-U.S., the fund was light on that country as its managers took a wait-and-see approach to the Bank of Japan's aggressive (and, in the end, highly successful) asset-buying program.

The priority for mutual fund and ETF managers in 2014 will be operations and technology.

Legal & General Group Plc, the largest manager of U.K. pension assets, agreed to sell an office building in London’s Midtown district to Orchard Street Investment Management LLP for 85.1 million pounds ($140 million).

Concern about rate policy shifts is the factor most likely to drive changes to client retirement income portfolios in 2014, according to a new survey from GDC Research and Practical Perspectives.

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

Brokers selling higher-fee investments like non-traded real-estate investment trusts and derivative-backed structured notes may get more scrutiny this year after those markets grew in 2013.

The number of consecutive weeks of outflows, as well as their overall amount, surpasses those of the last great exodus from muni bond funds that occurred back between late-2010 and early 2011.

FINRA has identified the suitability of the bonds of distressed municipalities for investors, as well as municipal advisor activity, as areas it will focus on in 2014.

Treasury 10-year yields fell from the highest level in more than two years as investors speculated whether the U.S. economy will improve enough for the Federal Reserve to end bond purchases in 2014.

Optimize Capital Markets has created a portal to automate capitalization deals of $2 million to $20 million. But along the way, it has found investors are not willing to part with their money in a completely automated way.

Fixed income funds dominate the space, but equity and futures funds may pick up speed soon.

Financial theorist William Bernstein raises the specter of 'deep' portfolio risk. Warning: This may get ugly.

Use these 7 tips to help existing clients' offspring - and start building a relationship with younger prospects.

Alternative investment funds underperform equity and bond funds and don't always provide the low correlation investors seek. Why bother with them at all?

Scandals surrounding the setting of some of the world’s most important financial benchmarks, which influence the prices people pay for everything from oil to mortgages, have shaken confidence in vital markets.