Finance

Salt Financial plans to spend as much as $50,000 to woo buyers into its new low-volatility stock fund.

Still, advisors thinking of selling are urged not to procrastinate.

Fourth-quarter equity losses stanched client assets at wirehouses, indies and other brokerages — but their stocks are regaining ground after reporting earnings.

With help from automated investing platform Motif, five new funds aimed at innovative fields have launched.

Although it undercuts 2,000 existing U.S. products, some analysts say the price still isn’t low enough.

The network’s parent disclosed the results of its first year under a new accounting standard affecting the top line at many large U.S. businesses.

The new product is expected to be the lowest-cost in the category.

“These products are really focusing on who’s driving advances in innovation,” the global head of its asset management arm says.

In today’s age of data and algorithms, the underpinnings of human-led investment philosophies are in question.

The renamed Janus Henderson Absolute Return Income Opportunities Fund reflects a “team entity, not a single manager,” new lead manager Nick Maroutsos says.

Changes have left some clients surprised by tax bills or tiny refunds. How to explain what happened and prep them for next year.

The average expense ratio among the poorest performers was 11 basis points lower than the category’s leaders.

Industry veterans and newcomers offer their takes on key issues facing asset management companies.

Woodbury Financial Services has added 572 advisors with $22 billion in client assets since the fall of 2017, CEO Rick Fergesen says.

The development is part of an intensifying price war and focuses more attention on the specter of zero-fee funds.

Industry veterans and newcomers provide insight on the year’s leading challenges in regulations, technology and operations.

The firm aims to avoid disruptions for its 2,300 advisors — but the pending recapitalization comes as the space consolidates amid shrinking margins.

The move is a bid to gain more say over what advisors recommend to clients.

The onetime king of the bond market doesn’t blame his personal ordeals for poor investment decisions; in fact, he says, they probably made him better.

Portfolios constructed with companies betting on industrial and social transformations are besting rivals.