Investments

With stocks increasingly expensive and bond returns paltry -- what’s an advisor to do?

Vanguard Races Ahead

Managed Accounts Growth Faster for ETFs than Mutual Funds

The Next Stage in the Evolution of Liquid Alternatives

A unit set up by the IRS to improve international tax compliance by individuals is paying off, according to a new government report, enabling IRS auditors to assess an additional $36 million in taxes for fiscal years 2011 to 2013.

Advisors face two key questions: How much exposure to have, and whether to shorten durations to gird for a rate increase.

BofA Survey Finds Confidence in Global Economy Restored

Firms should reach out to clients early to pre-empt potential downturn in their portfolios, FINRA said.

Manage Income Expectations

ICI: Mutual Fund Investors Lack Comfort With Investment Risk

There’s been a steady increase in opportunities for overseas investment and clients’ willingness to include international investments in their portfolios.

Municipal managers and strategists, still reeling from Detroit's bankruptcy, the surge in Puerto Rico yields, and a mid-year sell-off that was the worst in a quarter century, are getting their portfolios ready for the next expected hurdle as 2014 approaches — another spike in interest rates.

The first U.S. exchange-traded fund tracking China’s domestic stocks will lure investors seeking exposure to a broad range of industries in the biggest emerging economy, according to Societe Generale SA’s private bank.

Currencies and commodities were added to a list of financial products and related activities that are subject to investigation, according to a regulatory filing published by the New York-based company today.

Advisors look to alternative investments to diversify, hedge against inflation and decrease correlation, but should all clients have alts?

The U.S. is in the midst of an economic revolution akin to the Industrial Revolution of the late 1700s and early 1800s, says Raymond James strategist.

Over time, by angling a portfolio towards value-oriented stocks and small caps, investors will be compensated for taking on additional risk according to academic research.

Laurie Belew, an FPA member since 2004, will be the 2014 FPA president-elect of the association's NexGen community for members age 36 and younger.

More than three-quarters of U.S. public finance rating changes made by Moody’s Investors Service in the third quarter of 2013 were downgrades, reflecting concentrated credit pressures in some areas of the country even as economic recovery is seen on a larger scale.

Bill Gross no longer runs the world’s largest mutual fund.