Finance

Since 2008, advisors are looking beyond the percentage of equities or bonds in a client’s portfolio.

The once-hot investing strategy seems to have cooled off. Advisor Allan Roth hasn't lost all hope, however.

How one advisor sees the outsized influence of Nobel laureate Daniel Kahneman on the financial planning industry.

There may be a chance to capitalize on the missed pricing that downgrades may cause.

Advisors should make sure they know how to discuss bonds in a new environment.

Outliers aside, fundamental indexing is still more expensive than old fashioned capitalization-weighted indexing.

Advisors should make sure they know how to discuss bonds in a new environment.

A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.

A growing chorus of experts see losses ahead, but there are good arguments on the other side.

Data reported by the Investment Company Institute.

The $55 billion of new cash last week from global investors was the most since 2013.

Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.

The holdings demonstrate “resiliency over several credit cycles, with low realized principal losses and robust returns for CLO equity,” managers say.

The smallest of UBS’s operating divisions is said to have eliminated at least 100 positions in areas including distribution over recent months.

The definition of independence for advisors is changing, according to a new report.

BlackRock, the world’s largest provider of ETFs, sees fixed income as a growth driver for indexed products.

The quant crowd is justifiably concerned by the lack of objective statistics available.

The wirehouse struck a deal in an effort to meet its goal of reducing its branch count.

While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.

The advisory firm left Securities America to make the move.