Finance

For investors who were hoping for a turnaround quarter, better luck next time.

A growing body of research is looking into whether the expanding influence of passively managed funds is making companies less willing to compete.

Many NEXT Financial reps would cash out their company shares while it boosts technology under a deal with Atria Wealth, the parties say.

The funds include a wide range of offerings from emerging markets to precious metals, multi-strategy and REITs.

The Janus Henderson Global Unconstrained Bond Fund has experienced 10 consecutive months of redemptions, underperforming 80% of peers.

Outside investors are ready to exit, CEO Joe Duran tells Financial Planning.

The firm’s new CEO Ronald O’Hanley is pushing to reduce expenses, automate more functions and simplify organizational structure.

It's the firm's largest headcount reduction since 2016.

They’re going into the season with weaker earnings expectations as they contend with a pileup of share downgrades.

Slower economic growth and increased market volatility have investors seeking large companies with healthy balance sheets.

The growing number of independent financial advisors could spell trouble for traditional RIAs, says the head of the national advisory firm.

Efforts to build better connections to bank customer data, trade digital currency and explore artificial intelligence for security and compliance purposes were some of the biggest draws of fundraising for U.S. startups.

“Recent small reductions in headcount reflect the need to balance our workforce growth with the current needs of our business," the company says.

The deal for Next Financial would grow the firm's portfolio in the sector to nearly 2,000 reps.

The firm says clients can achieve similar risk-return exposures and long-term returns with a well-diversified portfolio.

A member-owned market is the wrong response to rising fees.

By sending orders to an exchange they own, banks and brokers presumably can save money on trading costs.

A record 186 funds were shuttered last year. What does this mean for the future of the industry?

A record number of fund openings and closures were reported last year. What does this mean for the future of the industry?

They may trade like stocks, but a new report suggests investors stop treating the two like they are one and the same.