Finance

Investment capital has become widely available, but advisors still face challenges.

Rising technology costs and increased fee pressure are working against the industry, research shows.

The buyer of the broker-dealer to some 1,200 hybrid advisors is not a private equity firm.

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

More deals are expected in a post-DoL world, Schwab executives say.

Although bigger may be better for the fund giants, passive strategies may be blurring the inherent value of securities.

The estimated $490 million deal is a part of a push from Nippon Life to expand its asset management operations.

Improved prospects for tax legislation propelled the latest boost in equities.

Analysts are worried that flows to passive funds may create lockstep moves between shares, distorting the market.

The strategy could provide lifelong cash flow by trimming longevity risk.

The startup aims to work with exchanges, over-the-counter venues and fund accountants as digital currencies gain more mainstream acceptance.

The metal has advanced 1.7% this month and is up about 12% in 2017.

The funds will classify stocks using artificial intelligence.

Data reported by FUSE Research.

Coming up with a solution will be challenging because of U.S. sanctions.

The Senate’s plan requires that holders of more than one batch of a particular security, known as a lot, sell the one they’ve retained the longest first.

They will incorporate trade data from as far back as 2014.

After building an empire on passive funds, the world’s largest asset manager is readying a suite of actively managed funds.

There's an opportunity for the industry to better protect sensitive client data, said Orion CEO Eric Clarke.