PRTs offer attractive growth in a slow-growth sector but, the report said, risks include interest rates, credit, the equity market and longevity.

About 80% of investors responding to an HSBC survey said they seek guidance from experts when making investment and wealth ...

On average, 0.011% of 401 (k) balances were traded daily in June. Trading inflows primarily went to bonds (49%), ...

Asset-based fees remain the dominant compensation model for financial advisers, currently accounting for 72.4% of income, ...