Portfolio

"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Studies show smart beta beating their benchmarks more than active managers.

Investors are more likely to invest less aggressively over the years even if the decision does not make sense, according to a new study.

When markets are high, everyone feels like genius, but they still have to pay expenses. Help clients keep them low.

Led by a 33-year industry veteran, the group joins the regional firm from UBS.

Distributors on the continent are already signaling that they’ll offer a narrower range of funds as a result of MiFID II rules.

Assets invested in the $2.2 billion fund have jumped this year more than any U.S. product of its kind.

One explanation for interest in the funds may be found in the bond market.

She joined Hennessy Funds as a receptionist nearly 28 years ago. Today Nilsen is chief financial officer and chief operating officer of the firm.

Most Americans are saving too conservatively to generate the income they'll need in retirement even after accounting for Social Security.