Portfolio

Crafting messaging goals for fund providers in an era of strict regulation can be stressful. But communications firm Blu Giant says there are ways to develop strategies, even for social media, that can keep a provider from drowning in too much information or sinking under regulatory fines.

It was only the second time in a decade that the funds have shrunk at the start of June, in part because it coincides with a period when investors get paid from maturing debt and interest.

Even if you still want to enjoy stepping back, consider what your practice needs to keep performing at an optimal level.

Advisors choosing independence do well as a pack.

Clients need to embrace new ways of learning in retirement because the deeply ingrained ways from earlier in life are less effective in later years; Plus, 4 ways clients are sabotaging their retirement in their 30s.

As robo advisor firms rush to offer customers rock bottom fees, some fintech players say this business model is unsustainable unless companies scale up, acquire massive AUM or offer premium features.

Payout structure is a key consideration when thinking about the move to independence.

Burdensome regulation costs and the prospect of potentially even more scrutiny continues to frustrate asset managers, but new management strategies and the continued growth of ETFs have proven to be bright spots for the industry.

The world's biggest investment managers, from BlackRock to Vanguard, have a simple message for Mark Carney, head of the Financial Stability Board: Stop trying to regulate us like banks.

Here are six new dividend-oriented ETFs and how they can pay off for your clients.