Morningstar

The funds gained an average of 13.3% a year over the past decade, which began before the financial crisis.

The number of health savings accounts has increased 16% over the past year, and assets now exceed $40 billion.

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.

With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.

The first step is to account for any obligations or costs, an expert says.

The right debt strategy can help clients make better decisions with capital allocations.

Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?

Asset managers are still guessing how clean shares will fare under the new regulation.

The holdings in each of the three new offerings are rated A to BBB.

The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.

Getting to know clients’ children will help advisors hone their services and keep their businesses thriving while retirement withdrawals chip away at AUM.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

The key is creating a portfolio that clients will stick with through thick and thin.

Have advisors learned nothing from the 2008 crash?

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.

Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.

Despite having “exaggerated” merits, most strategic-beta ETPs outperformed their replicating portfolios, according to Morningstar.

Even though MiFID II doesn't go into effect until Jan. 3, executives have complained they still lack clarity about its rules.