Munis

Data reported by the Investment Company Institute.

The dispute centered on the firm’s handling of Puerto Rican municipal bonds.

Certain clients will have to take a taxable distribution from the account every year.

Data reported by the Investment Company Institute.

Clients may be compelled to sell their shares as nearly 90% of the products have experienced losses this year.

Municipal bonds can be a more lucrative option for some retirement savers than comparable, higher-yielding bonds.

Variables tend to outperform the market and can offer risk protection.

Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.

Data reported by the Investment Company Institute.

Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.

Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.

Five members of the network will receive the scholarship each cycle.

Data reported by the Investment Company Institute.

Although annuities incur taxes and costs, clients "can invest the same amount into a diversified municipal bond portfolio and pay no taxes,” an expert says.

Failing the test can be devastating, but you shouldn’t quit. Avoiding these mistakes may help you earn a coveted passing grade.

Direct ownership has dropped by $103 billion year over year — and by more than $300 billion since 2010.

Data reported by the Investment Company Institute.

Puerto Rico's default is generating concern over mainland special revenue bonds and distressed issuers, and undercutting confidence in municipal credit nationwide.

Data reported by the Investment Company Institute.

It’s a pretty safe bet that all those in the rarefied strata hold at least some municipal bonds.