It is important to analyze each strategy separately based upon their unique characteristics.
Though the House version would repeal the 3.8 percent tax on net investment income and 0.9 percent Medicare surtax, the Senate is trying to win over moderate holdouts.
Flows into environmental, social and governance funds often follow performance.
The plaintiff claims the plans were "loaded" with proprietary mutual funds, and 98% of the investable assets were held in company-affiliated investments.
Advisers preparing new financial plans are flying blind when it comes to clients' health-care needs.
Some money managers are adding smart-beta strategies to win a bigger slice of the TDF pie. But will they stimulate advisers' hunger?
Analyst at the money manager says high returns and low volatility are not normal.
Employers can avoid headaches by not exercising control over the health savings account process.
Rout that began with a weak French debt auction has spread to the U.S. market.
Tax advantages lead to investing and the need for financial advice.
Seattle-based Zevenbergen Genea observes what products consumers are gravitating to when picking stocks.
The firms, which focus on active management, are seeking flexibility to lower fund fees.
Large-cap technology, consumer discretionary and health-care were the standouts in the first half.
Mr. Block last year pleaded not guilty to charges, including conspiracy and securities fraud, stemming from accounting at the REIT once controlled by Nicholas Schorsch.
The prosecution labeled Mr. Block's cover story as a "total charade," while the defense described the other side's two star witnesses as liars.
Claimants asserted firm was negligent and breached its fiduciary duty.
The plaintiff claims the company only offered one unaffiliated investment option during the class period, resulting in excessive fees for participants.
With testimony concluded, case could go to the jury as early as Thursday
Distributors of exchange-traded funds are branding their products with actual celebrities in an attempt to stay relevant.
Only one plan was assessed positively as both an investment and a savings vehicle.
