Finance

A nuanced look at how U.S. equities performed under both presidents relative to historical averages and international markets. The answers weren't what we expected.

The former underdog is settling into its role as one of Wall Street's more well-balanced firms.

Consolidators are doubling and tripling RIAs' five-year performance.

Following the cryptocurrency's recent decline, a new fund will accept virtual coinage for investment in private companies.

Wealth management has “only increased in relevance as it’s continued to grow,” CFO Jon Pruzan said.

The index rose more than 300 points, reaching its highest close ever.

The firm also reported that its advisor ranks were up 2% year-over-year, boosted by its training program.

Investors chasing upside this year have contributed to a historically significant level of bullish positions, data show.

Smart beta growth, fee wars and more attention to risk-management are key trends to watch, say six experts surveyed by Money Management Executive.

The combined businesses will boast approximately $3.9 billion in revenue.

The challenge for Tim Buckley isn’t just managing growth. It’s ensuring they can keep investors’ feet on the ground.

Fourth-quarter profits ticked up a modest 1% year-over-year to $659 million even as number of advisors dropped 2%.

The new tax law is expected to drive more money into investment products and push stock and bond prices even higher, says CEO Laurence Fink.

Data reported by FUSE Research.

Portfolio managers from T. Rowe Price, Fidelity and Pimco are among those nominated for the awards.

The funds are designed to help investors dial up or down their exposure to speculative-grade debt.

Many U.S. stock funds posted double-digit percentage gains, but international equities fared even better. Which were the biggest winners?

Industry critiques of Wealthfront reflect doubts about first-generation digital platforms.

Liquidity and valuation are the regulator’s key areas of concern.

The well-capitalized acquirer completed eight transactions in 2017.