Investments

Clients tend to focus on the best investments they didn't invest in last year. Here's how to break them of the habit.

Here's how one firm used this technique to build a $325 million practice in five years.

Kathleen Gaffney got her own fund, Eaton Vance Bond, at a most challenging time - just as interest rates started to rise.

Frustrated by clients who love to armchair quarterback? We've got the results of chasing a 'perfect' portfolio.

As advisors and investors look for more income, a slew of new high-yield products have come on the market.

As firms grow, metrics become increasingly important in gauging performance. But some things don't show up in the numbers.

Pimco Hires Schroders’s Maisonneuve to Lead Equity Expansion

Emerging-Market ETF Falls After Fed as Brazil’s OGX Tumbles 26%

Money-Fund Managers Urge SEC to Alter Definition of Retail Funds

U.S. Stocks Little Changed on Fed Stimulus Speculation, Earnings

Treasuries Drop With Gold on Fed Bets as U.S. Stocks Fluctuate

Pimco, the bond manager that started expanding into stocks four years ago, hired Virginie Maisonneuve from Schroders to lead the push after Neel Kashkari left in January.

The agency's chief administrative law judge has dismissed a commission order instituting cease and desist proceedings against two UBS executives in Puerto Rico for allegedly misleading mutual fund investors.

There’s a major misperception of what a buy-and-hold investment strategy is, but it's what you buy and hold that makes all the difference.

Higher taxes on long-term capital gains may revive interest in like-kind exchanges of investment property.

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U.S. Stocks Fluctuate Amid Jobs, Price Data Before Fed Decision

U.K. Mulls 0.75% Cap on Pension-Fund Charges to Help Savers

Nasdaq $53 Billion Index Entry Lifts VimpelCom: Russia Overnight

Rebalancing is simple, but not easy to do. With automated rebalanicing, little or no action is required to achieve even more consistent investment allocation.