Special Program Root Tag

Technology tools are pitched as time savers, but that’s not how advisors are actually using them.

Broadly, hedge funds lost about 0.1% last month, paring gains for the year to about 6.2%, data show.

Despite recent rebranding efforts, the EventShares fund hasn’t seen an inflow since May.

The decommissioning of redundant measures outweighed the creation of new benchmarks, according to a new report from the Index Industry Association.

Geopolitical friction and a slowdown in global economic growth have boosted the metal’s demand despite signs of recent wavering.

Who guards the guardians? Regulators, yes, but as CFPs we must also police ourselves

The change, the regulator says, will facilitate greater competition and innovation in the ETF marketplace, leading to more choice for investors.

“The combination of low rates, curbs on state and local tax deductions, and consistent economic expansion have been a nice tailwind,” an analyst says.

The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.

Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.

“We need someone with a deep understanding of BlackRock, our business and, above all, our culture,” CEO Larry Fink wrote in a memo.

Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.

More than 70% of U.S. ETF assets are in funds that charge 2 basis points or less, data show. But free isn’t an automatic ticket to success.

For its annual NOVA awards, NICSA recognized asset managers and executives for operational excellence and product development.

Studies purport to have proven both that socially responsible investing hurts returns, and that it can boost performance.

In five bite-sized offerings, Chairman Jay Clayton fails to tell the public what it needs to know about RIAs vs. brokers.

The asset managers and a U.S. family office collectively bought a 14.4% position in the company ahead of its IPO, a person familiar with the matter says.

Four erroneous beliefs cause many new planners to fail.

“I do not meet anyone in person and that's intentional,” says one financial advisor.