Investments

Treasuries Snap Advance Before Fed Announces Decision on Taper

John Bogle on Founding Mutual Fund Giant Vanguard

Omers Pension Names Michael Latimer New CEO as Nobrega Retires

While the landscape for low-cost fund options for do-it-yourselfers is expanding, John Bogle, founder and retired CEO of the Vanguard Group, believes DIY product offerings are too often inappropriate for long-term investors, who are at risk of being led astray.

Jefferies Group, the securities firm owned by Leucadia National, said profit rose 68% as stock underwriting more than doubled and investment- banking revenue reached a record.

There’s a 40% to 60% chance that the Federal Reserve will announce a reduction in its asset purchase program tomorrow, according to Mohamed El-Erian, chief executive officer of Pimco.

Very few funds have been able to maintain a top quartile ranking over the years, according to the S&P Dow Jones Indices’ S&P Persistence Scorecard.

With the new school year underway, clients are focusing on the best ways to use their 529 plan dollars. Don't let them make these mistakes.

Puerto Rico came under increased pressure to issue bonds in coming months to prove it can still access capital, as Moody's Investors Service put $52 billion of the island's debt under review for a downgrade to junk status.

These income-generating equities tend to behave differently from other stocks. They may deserve a portfolio allocation of their own.

Investment advisors will play a critical role in helping the nearly 80 million baby boomers and future generations develop a sustainable plan for retirement, a pair of senators said on Wednesday.

One way to help clients avoid outliving their money is to encourage them to use a portion of their assets to purchase an ordinary, straight-ahead immediate annuity without any bells and whistles.

CFOs gave the strength of the U.S. economy an average score of 53 out of 100 — up from 49 a year ago and the highest recorded rating in the last six years, according to the Bank of America Merrill Lynch 2014 CFO Outlook survey.

A new HighTower project tries to determine whether the aggregated opinions of advisors and staff can offer meaningful insight into portfolio allocations.

David Sirianni, Oppenheimer Holdings' head municipal bond trader, was fined $100,000 and suspended for 60 days by the Financial Industry Regulatory Authority for overcharging customers.

World economic growth will pick up next year, paced by improvements in the U.S. and the euro area, Mohamed El-Erian, chief executive officer of Pimco, said in an interview.

Quiet and peaceful Valley Forge-Pa. is not a place where one would expect to find one of the most successful financial businesses in history — a far cry from the hurry and shuffle of Wall Street. But Vanguard's home there speaks volumes about its ability to maintain its reputation as the lowest-cost provider of mutual funds and ETFs since John Bogle founded the company in 1974.

PFA A/S, Denmark’s biggest commercial pension fund, said it won’t put more money into the nation’s mortgage-backed covered bonds as a regulatory onslaught prompts investors to shy away from the securities.

Real estate is currently making a comeback, but do REITs make sense for mass-affluent clients?

Are clients, carried away with market returns of the last two years and tired of low rates, willing to take on more risk than they should?