Asset management

Following criticism for its faulty 2016 election algorithms, the firm appointed a new research director to collaborate with its quants and money managers.

CEO Abigail Johnson's estimated net worth grew to $11.2 billion from $8.6 billion last year.

YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.

The stock market only had a taste of the potential damage — with the biggest test yet to come.

The SPDR fund's newfound appeal may be linked to its dividend yield, which has jumped to its highest level since 2008.

Advisors should consider how they are preparing for a rising rate environment.

CEO Josh Pace credits the smaller custodian’s agreement to be sold to E-Trade for the move.

Thanks to differentiated bets on stocks, equity mutual funds beat benchmarks across the board.

The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.

Some guidance is in order to make sure encountering the revised SEC document for the first time goes smoothly.

The software is powered by analytics previously available only to larger institutions.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

Advisors reported significant growth in assets under management and expect more of the same in the coming months.

Tim Buckley has to navigate the perils of passive-investing dominance.

Record-high stocks, growing geopolitical risk. Is our current market becoming eerily similar to 1972?

Advisors are jumping to firms with established infrastructure.

Dec. 11: Asset management experts say these topics will be key drivers in 2018.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

The IBD has boosted payouts for advisors as it trims lower producers from its ranks.

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.