Finance

Those attracted to the asset management industry are highly susceptible to screening data to fit their existing preconceptions, new research shows.

Even momentum, which has made money in eight of the last 10 years, has plunged in 2019.

The Wall Street giant will use the Main Street advisory firm to further its mass-affluent strategy.

Nearly all posted losses over the last year.

More money has been pulled from hedge funds than added over the past four quarters, while ETFs reeled in $312 billion last year.

The SEC has just approved an ETF with negative fees — a sign that fund managers need to continue adjusting to their straitened circumstances.

An AQR executive just sketched a blueprint for traders seeking to hitch a high-octane ride on the global credit cycle.

The two firms' boosts came amid equity headwinds — and both wealth management units now have nearly 4,400 financial advisors.

Recessions, bubbles and bear markets can teach advisors about the general investing public they look to serve.

Reverence Capital Partners agreed to buy 75% of the 6,500-advisor IBD network from the ownership team that purchased it in 2016.

The aggregator introduces banking services and says it will continue to acquire new firms.

These double-digit returns came at a price lower than the rest of the sector.

There is no secret formula but there are some time-tested calculations that can reveal a firm’s productivity, or lack thereof.

Asset managers are seeking alternatives to standard mutual fund products.

Clients are paying about half as much to own funds as they were 20 years ago.

One of its products added a record $368 million after the firm discreetly slashed its fee in March.

Rather than developing a new family of ETFs, the asset manager created them as a share class within its existing mutual funds.

The expanded line up of index funds demonstrates one way the brokerage industry is grappling with an ongoing race to offer products at the lowest price.

As she advanced in her career, Franklin Templeton's Dina Ting had many mentors who helped her navigate challenges.