Portfolio

Artificial intelligence can help wealth managers serve clients better, but some say the technology is too immature to be useful right now.

July 17: The space, once scoffed at by managers, is expected to grow by more than $300 billion this year.

Data reported by the Investment Company Institute.

The firm’s growth last quarter was the biggest since the 2014 departure of its co-founder Bill Gross.

Investment head Tim Buckley will succeed Bill McNabb, who led efforts that more than tripled the firm’s assets since taking over as CEO in 2008.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.

"The numbers are all in a positive direction" as advisers shrug off threats to growth.

Tim Buckley will become the money manager’s fourth CEO since it was founded in 1975.

Employers should be encouraged to provide their workers affordable, simplified long-term care insurance for employees age 45 and older, says report from the Bipartisan Policy Center.