Investments

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.

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