Investments

Franklin Profit Climbs 3.4% as Global Stock Rally Boosts Assets

Pacific Investment Management Co. doesn’t hold Puerto Rico debt in its tax-free funds, and the company predicts that a lack of improvement in the island’s finances may increase volatility in other municipal securities.

Public pension funds have been moving huge amounts of money into alternative investments managed by Wall Street.

Clients’ desire for principal protection plus profit potential has benchmark-based products booming.

The firm’s advantage over its Wall Street peers is fading in the eyes of credit- derivatives traders as fines and regulator probes hobble profits while firms from Citigroup Inc. to Morgan Stanley rebound.

Sector Weight Approach to Portfolio Construction

Fidelity to Open Cheapest Single-Industry ETFs in Asset Push

What Do Clients Really Want?

Mutual Funds Stay the Course

As retail funds for alternative investments become more widespread, planners must explain their purpose in a portfolio.

Such annuities typically mean “watered-down guarantees” and there’s not a lot of demand for that, a panel of speakers said at LIMRA’s 2013 annual conference on Monday.

Treasuries Losing Cachet With Weakest Foreign Demand Since 2001

ETFs Churning Most Cash Ever as $47 Billion Flows to Market

'Keep the Castle From Being Stormed'

Nobel Prize-Winning Takeaways for Mutual Funds, ETFs

MLPs offer high yields plus tax advantages, but advisors need to drill down to deliver those tax breaks without the headaches.

Money has been flowing in and out of financial markets more rapidly than ever before this year, a bullish signal as the threat of a U.S. government default fades.

Muni bonds have substantial risk but here’s how you may be able to get a greater return and U.S. government guarantee.

A bond ladder can mitigate interest rate risk, but individual bonds require in-depth research. The diversification of a fund tempers credit risk, but be wary of extended duration.

But beware, moves made in a portfolio should always take into consideration the client’s risk tolerance and long-term goals.