A trio of big name stock pickers are planning to close the door to new investors in another sign that there is a shortage of deals to be found in equities. That's good news, at least for some.
Plus: Looking for weakness in the Volcker rule, the case for stocks in 2014, the upside of market bubbles, and what the heck Elizabeth Warren is up to now?
Morgan Stanley forecasts an 80% chance that municipal bonds will lose money again next year, primarily because of rising interest rates. Year-to-date through Tuesday, the average national intermediate-term bond fund is down 2.16%.
The U.S. stock rally that has extended over the past year is due for a correction of more than 5%, warned investment strategists at T. Rowe Price Group Inc. That doesn't mean it's a time for advisers to stick their heads in the sand, but to proceed with caution.
A recent lawsuit against MassMutual over excessive 401(k) fees raises the possibility that group annuities and stable-value products could become a focus of future complaints.
In a win for UBS Financial Services Inc., an SEC administrative judge dismissed allegations that two leading executives in Puerto Rico committed fraud in 2008 and 2009.
Index giant Vanguard built its business on the economist's work.
OppenheimerFunds' municipal bond funds have been rocked by big bets on Puerto Rican debt, stirring up memories of its Core Bond Fund's disastrous 2008. Jason Kephart has the story.
Mutual fund giant Fidelity Investments is getting aggressive in the low-cost battle over target date funds.
The file-and-suspend strategy offers an added benefit: It can serve as an insurance policy if you change your mind and decide not to delay your benefits after all.
The markets have been kind to investors in variable annuities during the third quarter — which means they've been even more generous to the insurers that have sold the products in the first place.
Undersized businesses face a bevy of changes to health plans, 401(k) following Supreme Court ruling on Defense of Marriage Act
Advisers should still be pushing clients with piles of cash to get into stocks despite the market's stellar year-to-date gains and new all-time highs, said Wells Fargo Advisors' senior equity strategist, Scott Wren.
The new retirement income designation for advisers, RICP, is now the fastest-growing credential in the American College of Financial Service's history.
ING U.S. Inc. will begin selling fixed annuities through Allstate Corp. agencies as the largest publicly traded U.S. auto and home insurer ceases to offer its own brand of the retirement products.
Over the past few weeks, Fidelity Investments has made strategic fee cuts and launched new products to ensure that its products are the cheapest in two categories in which the Vanguard Group Inc. has been eating their lunch for a decade.
The action in exchange-traded funds investing in India started heating up the day after Labor Day. Since then, the funds have had a 28% run that erased most of the losses they'd suffered this year, while the broader emerging markets are up 10%. ETF investors who want to amp up their exposure to India have options ranging from a broad basket of mostly large-cap stocks to a far-riskier bet focusing on small-caps.
Though not cost-free, products find favor and a key place in client portfolios.
Sell-off has created a market with lots of sellers and few buyers. Could tax season provide a solution?
