Of the muni bond funds tracked by Morningstar Inc., OppenheimerFunds stands out as the biggest fan of debt issued by financially-strapped island nation.
Give clients an alternative to the auto-industry-like life insurance industry operating system
The long-term effects of the decisions made will shed light on the effectiveness of this period of economic history
Advisers must regularly monitor investments, even apparently safe mutual funds, to make sure they are not taking on increased risk.
The tech giant's shares have tumbled more than15% since mid-April, dragging down funds with heavy exposure to the stock.
Mass consumer confusion regarding health care expenses in retirement makes it even more imperative for advisers to discuss the topic with clients.
<i>Breakfast with Benjamin</i> Expensive and exclusive is no longer enough to automatically attract investors to hedge funds.
Some muni funds, such as Oppenheimer, are over-exposed to the risky bonds.
Offerings from iCapital, CAIS and Goldman Sachs now available.
Closet indexers virtually guarantee lagging performance
While investment crowdfunding is a trendy way to raise funds for companies, advisers should inform clients of the caveats
Beleaguered fund fights to find footing after ill-fated Valeant Pharma bet.
A $2 billion payment is due July 1 and funds still have big chunks of the bonds in their portfolios.
Helping your clients think through the timing of Medicare coverage can be very beneficial, especially considering the significant impact health care costs have on retirement income
Most economists agree that inflation is unusually low, and probably will stay that way for some time to come.
Fixed indexed annuities lost a favorable exemption they enjoyed under the proposed rule, and the impact on variable annuities likely won't be much changed from original forecasts.
Edgy finance blog goes from anonymity to over sharing in blink of an eye; and the adviser community weighs in on the public food fight.
