Finance

Energy and financial shares lifted the S&P 500, though the index erased more than half of its gain in the final hour of trading.

The former Carmignac Gestion executive, who previously traded for Steve Cohen, says the tool will help run money for clients of his own firm, Q2Q Capital.

Together, Advizr and Trizic raise nearly $10 million in funding.

More than half of active equity products have beaten their benchmark indexes in the first quarter, JPMorgan Chase data show.

Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.

Advisers face fewer choices for clients as both the rule and SEC enforcement roil the market.

New research suggests we’re hardwired to crave substantial liquid reserves, but advisers can blunt it — if not outright quench it.

Experts say conditions are right for allocations to return to their peak in 2013, potentially unleashing $350 billion of new money.

Buying behavior may reflect underlying imbalances and mismatches between desired holdings and what’s available to purchase.

Federal Reserve officials forged ahead with an interest rate increase and additional plans to tighten monetary policy despite growing concerns over weak inflation.

QIM’s Tactical Aggressive Fund ended May up 13%, adding on to a 9.2% gain in April.

The money manager created the new role in order to accelerate the growth of the funds.

Investors are fleeing debt-riddled companies amid the anticipation of rising rates and growing corporate leverage.

Emotion-driven decisions may result in portfolios that retirees find palatable, but they are also likely to result in lower returns.

Long Game uses behavioral economics and the mass popularity of lottery games to redirect lottery spending toward savings.

Bond math can get complicated, but communicating and adapting to a changing world is what being a professional adviser is all about.

Pushing them to plan ahead is “the biggest issue we face as an industry,” one CEO coach says.

The wirehouse’s pre-tax earnings jumped 42% year-over-year despite losing 176 advisers in that time.

Dan Arnold expects that upheaval to lead to more movement of advisers and assets.

The firm's Private Client Group saw pretax profits drop to $29 million from $83 million for the year-ago period.