-
Only four non-U.S. funds offer both a dividend focus and an expense ratio under 0.35%.
March 14 -
Clients can omit companies that participate in “non-biblical activities” by investing in the new ETFs from Inspire Investing. Plus: other launches.
March 2 -
Long-only equity mutual funds report the first positive week in nearly a year.
March 1 -
The move comes after Vanguard, State Street and BlackRock lowered expense ratios.
February 28 -
The move is a plus for clients looking to tap into emerging markets stocks and equities in Europe after run-ups the past year.
February 27 -
The solution is low-cost index funds, he says, adding that index pioneer Jack Bogle "is a hero."
February 26 -
With these five funds, clients don’t have to spend a lot for a stock portfolio that pays.
February 16 -
The sector covering aerospace, defense and transportation has seen strong returns. Will Trump campaign pledges boost future performance?
February 7 -
Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.
January 31 -
Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.
January 24 -
Effort by the asset management giant is aimed to capture more muni bonds. Plus: Other launches.
January 20 -
16 individuals or teams are nominated in the four-category list.
January 13 -
The fund manager reported $277 billion in new money to its U.S. mutual funds and ETFs last year, while Fidelity and Franklin reported some of the largest outflows.
January 11 -
These popular choices for asset allocation also have a history of solid performance.
January 4 -
The expansion of hybrid platforms and bank digital advice promises big changes and fierce competition in automated wealth management.
January 4 -
Some advisers expressed concern about the custodian now competing for the same clients they were courting with the institutional version of Schwab's robo.
December 14 -
The broker-dealer's digital offering will be priced "on the lower end of the spectrum," according to top company executives.
December 8 -
Which upgrades are attracting clients and yielding real results for firms? Find the answers in the results from FP's annual Tech Survey.
December 8 -
Recent news and short term performance is good; longer term questions linger.
December 1 -
The Financial Select Sector SPDR ETF's $4.9 billion of inflows, the most it has amassed over one week in last three years, is one sign of "Trump-inspired bullishness," an analyst says.
November 22



















