How much money should you put into stocks? A popular asset allocation by age model invites investors to let their age guide their investments. As the theory goes, younger investors should put more of ...

When an organization offers shares to the public for the first time, it is known as an IPO, or initial public offering. After the offering closes, the allocation process begins. The share allotment ...

Expense allocation is an area of regulatory risk, as finance, legal, and compliance professionals at asset management firms know all too well. The SEC Division of Examinations (EXAMS) scrutinizes ...

As retirement draws closer, many investors over the age of 50 are taking a harder look at how exposed their savings are right now. After all, a number of hurdles, from persistent inflation to market ...