Finance

The bank is testing several trading and investing platforms and will be talking about "what might or might not work," CEO Jamie Dimon said during its third-quarter earnings call.

The right debt strategy can help clients make better decisions with capital allocations.

Oct. 9: High distribution cost is just one obstacle managers face when delivering on innovation, says Flat Rock CEO Robert Grunewald.

The world’s largest asset manager is investing in technology in part to diversify revenue as investor money flows into passive.

BNY Mellon, DST Systems and State Street are among the firms recognized for their excellence and operational achievements.

The underpinnings of the Hippocratic Oath, the phrase is as applicable to providing investment advice as it is to medical care.

Investing is far from simple once all the relevant aspects are considered – such as distribution and taxes. Advisor and retirement coach Holly Kylen discusses how advisors can educate and simplify the complex.

The firm uses academic research for specific guideposts on its way to serving clients and advisors.

When the markets post 10% returns, everyone feels great. So why do investors only glean a small portion of those gains?

The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.

A segmented market is ready to embrace scale, says Raymond James president Bill Van Law.

Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.

Asset managers are increasingly considering tie-ups as they come under pressure from cheaper index-tracking funds.

Data reported by the Investment Company Institute.

Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.

Most of the firm’s reticence has come down to a marketing debate.

The firm’s 20-basis-point take will drop, says CEO Walt Bettinger.

Clients are already consuming products differently as a result of new technology, says TIAA Chief Digital Officer Scott Blandford.

Eaton Vance, Morgan Stanley and Putnam executives want to learn how new technology can be leveraged.

The Ariel Investments president is an advocate for the increasing the number of women and minorities in boardrooms.