Portfolio

Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.

After yanking $719.9 million from a technology fund in May, investors poured $1.78 billion in one day to another fund in the sector.

Although the funds experienced a combined $586 billion in outflows over the last two years, this segment reported inflows of $41 billion.

In a fiduciary world, well-designed digital advice will outperform humans, argues a UPenn legal expert.

Planners who lack this vital skill may not provide the best guidance to clients.

Prudential’s asset management unit is taking a different approach as firms like Vanguard are forcing industrywide retrenchment.

Seniors who have remarried may still qualify for a Social Security divorced spousal benefit on their ex-spouse's record.

Top industry headhunters share their insights on what the evolving landscape has in store for brokers switching firms.

The Swiss firm picked up a team that oversaw approximately $900 million in client assets.

The broker, who had been with the bank for 21 years, went independent with backing from Dynasty Financial Partners.