Investments

How do you expand your practice to more than $4 billion in AUM? For one firm, it's by helping clients align their investments with their value systems

Treasuries fluctuated before the government sells $32 billion of two-year notes as part of $96 billion of coupon-bearing securities auctions this week.

What could cause the dollar to fall and inflation to rise? Planners should keep their eyes on three potential triggers.

A 529 owned by a grandparent doesn’t count as an asset on the standard financial aid form but planning is necessary to avoid an aid reduction when money is withdrawn to pay college bills.

Scott Stringer vowed during his successful campaign for New York comptroller to reduce the $370 million in fees the city’s five pension funds pay money managers and consultants annually. His job, which starts Jan. 1, just got harder.

Blogger, equities analyst and CIO of Ritholtz Wealth Management, Barry Ritholtz responds to the 'counterintuitive claim that portfolio rebalancing doesn’t really work,' in a recent column by Paul Merriman at MarkeWatch.

Janet Yellen’s nomination to be chairman of the Federal Reserve won support from the Senate Banking Committee today in a 14-8 vote, moving her bid to be the Fed’s first female head to the Senate for confirmation.

The Fed will probably hold down its target interest rate long after ending $85 billion in monthly bond buying, and possibly after unemployment falls below 6.5% said the Fed chairman.

Lincoln National topped $10 billion in individual variable annuity sales in the nine months ended Sept. 30, the most in at least six years, as rivals retreated from the contracts.

JPMorgan Reaches Record $13 Billion Mortgage Pact With U.S.

New ETF Products Aim for Higher Yield

Mutual Fund Trends - Same Themes, Different Decade

GMO’s Inker Sees U.S. Stocks Losing Ground in Next 7 Years

The Standard & Poor’s 500 Index will have negative inflation-adjusted returns during the next seven years because U.S. stocks are so overvalued, said Ben Inker, head of global asset allocation at investment firm Grantham Mayo Van Otterloo & Co.

Flows Reflect Investor Caution

Market Access Concern Drives Fitch's Negative Watch for Puerto Rico

While the traditional way of gauging a client’s tolerance for risk is typically determined using a basic questionnaire, there’s another method that’s just as – if not more – reliable.

Fitch Ratings placed the BBB-minus rating of Puerto Rico's general obligation bonds on rating watch negative, citing in part concerns about market access.

SRI Picking Up Retail Steam

For those nearing retirement, a market downturn may be something they simply can’t afford to endure. Without enough time to make up for the damage to their portfolios, they won’t be able to afford the retirement lifestyle they had envisioned.