Special Program Root Tag

Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.

Give life advice and charge accordingly, says United Capital's Joe Duran.

The firm joined a handful looking to researchers on aging to help bolster their offerings.

The firm plans to charge nine basis points for exposure to a basket of large-cap stocks, lower than any other comparable offering.

The analytics provider claims to serve more than 2,000 clients, including 92% of the top asset managers.

Outperformance helps the sin industries be profitable, the Journal of Portfolio Management authors found.

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

To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.

Some advisers prefer to allot a small pool of money to 'play' with

Integrating the strategy into portfolios has become one way clients and institutions strive make a difference.

Be it retirement, college saving or planning for emergencies, goals should drive the investments.

Sept. 11: Managers have been told to prepare for spending more on research and trading services they get from banks.

The pension fund wants to outsource some or all of its $26.2 billion in private equity investments with the money manager, people close to the matter said.

Data reported by the Investment Company Institute.

Actually, there’s a third answer, says planner Victoria Konrad.

Don't let momentum for an asset class in either direction overtake logic.

Advisors must contend not only with the emotional and psychological issues facing their clients. They must also navigate complex family relationships, while juggling a slew of financial challenges that don't always have easy fixes.

Once the world’s largest, the mutual fund got its first monthly inflow in more than four years.