Investments

Vista Wealth Management specializes in working with executives from Silicon Valley, many of whom are young and newly wealthy.

Growing firms may need to rethink processes, tools, relationships and staffing strategies.

A top performer in the large growth category, Thornburg International Growth Fund is hard to pigeonhole.

The mass-affluent are getting more serious about long-term financial objectives, although there is still a major gap between their retirement savings and retirement goals.

After 30 years of declining rates, this past spring was a modest reminder that the tide also rises. The next time will be a disaster unless your clients act now.

Breaking out of the traditional allocation model to include a much broader range of investment categories and using relative strength principals to reallocate frequently may be one way to achieve stronger results for clients.

Some academics maintain that if a client obtains an immediate annuity, it pays an income stream for life and the individual is less likely to outlive his or her money. But of course, many planners often see issues with this in real-life situations.

An annuity offers the investor income for life -- for a price. Considering the return on investment, how do annuities compare to bonds?

Increases in medium- and long-term interest rates still pose risks, but the Federal Deposit Insurance Corp.'s Quarterly Banking Profile revealed that a rate recovery can also have advantages.

As November draws to a close, we looked back on some of our most popular stories. Here are the month’s top picks.

November's hot stories were a wide ranging lot. Check out this month’s big winners.

FX Concepts LLC, the currency hedge fund founded by John Taylor in 1981, asked a bankruptcy court for permission to sell its trademark and trading models to Ruby Commodities Inc. for $7.48 million after an auction yesterday.

Canada Pension Plan Investment Board named Benita Warmbold chief financial officer as part of a management shuffle at the country’s largest retirement-fund manager.

The booming stock market rally of recent years makes now a prudent time for advisors to revisit what we learned about modern portfolio theory and apply those lessons -- before we find ourselves in the middle of another down cycle when mistakes snowball.

Tax reform legislation is unlikely to move forward this year, but municipal bond market participants shouldn’t think that the threat to the tax exemption for munis is gone, observers in the market said.

A select group of financial advisors have already reached more than $50 million in assets under management despite having less than five years of experience. What traits and behaviors help set this group apart?

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.