Portfolio

The Chinese fund-management company, which oversees $100 billion, is seeking to open an office in New York “very soon” and another in London.

The concentration of CFAs in Abu Dhabi speaks to the power of an array of sovereign funds in the city charged with investing hundreds of billions of the nation’s oil-generated riches.

Despite the benefits of independence, there is an added time, cost, liability and regulatory burden.

Two former National Planning Corporation brokers "are just normal dudes and they just screwed up," says a lawyer for one of the men.

Advisors have been curious about this relatively new fund category. Here are the ones attracting the most assets.

Advisors have been curious about this relatively new fund category. Here are the ones attracting the most assets.

In order to ensure maximized value of their retirement benefits, clients must be aware of Social Security rules; Plus, why automated retirement contributions are helpful for clients who intend to develop a spending budget

The head of a global standards-setting body argues that regulators overreacted to the financial crisis and says banking-style regulation is a poor fit for the asset management industry.

Robo startups are expected to reach $452 billion in AUM in five years, but incumbent firms will possess over $1 trillion in assets in the digital automated advice space.

Female clients have a more positive outlook when it comes to approaching retirement over their male counterparts, according to a new study.