Special Program Root Tag

2017 was a banner year for RIAs, but marketing, hiring and operations are seen as key to future growth, according to a Schwab study.

Data reported by the Investment Company Institute.

Rapid developments in financial technology are among the industry’s top operational challenges, asset managers say.

Inflows have persisted since the infamous “volpocalypse” in early February.

Perimeter security is broken, says Amber Baldet, former head of blockchain at JPMorgan Chase and founder of fintech startup Clovyr.

Muted core inflation increases and relentless haven flows have kept a lid on longer-dated developed-market yields.

They want help with their money — and they don’t mind their own data being analyzed, JPMorgan’s Kelli Keough said at the In|Vest conference.

Investors have found the sector attractive again as Treasury yields dropped to 2.8% in six days.

The combined amount across the top 10 firms has jumped 37% to $385.3 million over the past three years.

Total assets of the fund have increased almost 20 times since December.

The asset manager's flows are down 42% year-over-year. The industry: 50%.

The firm allegedly hired and promoted fewer women than men and paid them less than their male counterparts.

As equities in the sector extend a $3.8 trillion rout, the strategy has resulted in annualized returns of as much as 190%.

The firm’s new iShares fund comes amid massive outflows from the sector in recent periods.

Treasury yields have fallen in response to tariffs imposed by the Trump administration, making defensive sector holdings more attractive.

Experts cite a variety of reasons for the industry’s grim jobs forecast for advisors, but the data reveals much more complexity.

Although investors think the 10-year Treasury yield will easily reach 3.5%, analysts warn “there might be a few blips on the way.”

Returns over the past decade have been stellar, but capital preservation is a concern.

This environment allows advisors to demonstrate their value to clients.