Investments

Here’s the argument for talking your clients into taking less risk today to get higher returns in the future.

The smallest stocks are rallying almost twice as fast as bigger companies in the U.S., a bullish economic signal from businesses whose profits are most dependent on domestic demand.

U.S. government bonds are acting more like equities than any time since before the credit crisis, makingTreasuries a hidden risk to investors becalmed by the prospect of the Federal Reserve prolonging stimulus into 2014.

SEC Goes Fishing for Fraud in Puerto Rico

Fund Managers Profits at Risk Amid Review on Research Costs

Expert View: Focus On Key Partners and the Rest Will Follow

Are Alts Making the Grade

Here’s why these questionnaires don’t work -- and a better way to assess how much risk a client should take on.

Nearly all advisors include international equities in portfolio construction so why would we exclude the even larger asset class of international bonds?

BlackRock’s Rieder Favors Junk, CMBS as Fed Prepares Taper

Gross Says Icahn Should Leave Apple Alone and Help People

Weitz to Yacktman Hoard Cash as Value Managers Find Few Bargains

The SEC is conducting nationwide, "limited scope examinations" of certain mutual funds that invest in Puerto Rico securities, according to a document obtained by The Bond Buyer and knowledgeable sources.

Fidelity Investments, the second- biggest mutual-fund provider, has opened the cheapest lineup of single-industry exchange-traded funds as it seeks to break into a market dominated by Vanguard Group Inc. and BlackRock Inc.

Job insecurity has focused attention on the need for emergency cash.

Aberdeen Says in Talks to Acquire Lloyds’s SWIP Division

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.