Special Program Root Tag

Data reported by the Investment Company Institute.

Aug. 7: The firm aims to mix innovation with old fashioned salesmanship, and is even considering a robo, according to the president of its broker-dealer.

The negotiations come as asset managers seek to increase the amount of money they oversee amid growing pressure to slash fees.

Mounting concern over the potential impact of rising interest rates has many investors seeking lower-cost options.

Investors in his $1.4 billion closed-end offering saw huge gains as a result of stellar performance from his $88.9 billion Income Fund.

The most important consideration when changing firms is not to tell anyone, other than your spouse, business coach or consultant. An advisor should never mention a move being contemplated.

Becoming a top producer and a respected professional isn’t an endpoint, it's a process. And successful advisors, who are always thinking five years ahead, have a definite plan to get there.

There aren’t enough hours in the day to get everything done, and it’s easy to get distracted by all the things that come up unexpectedly during the day. But successful FAs are able to minimize distractions and focus on critical tasks.

With fewer associate training programs, young bank advisers need to take the initiative to find a mentor and cultivate referrals.

Never sell your clients on your institution. You should be the face of the organization to them, says career consultant Rick Rummage. He talks to Editor Lee Conrad about that and other tips on how advisers should resign.

Many firms are finding new ways to incorporate computer models and data science into their research.

Active management supplemented by local knowledge cannot be easily manufactured or automated, an expert says.

The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.

Fidelity already has a private fund in China, and BlackRock plans to launch one as well.

July 31: Being a good judge of character is a central ingredient, the co-founder of LM Capital says.

Data reported by the Investment Company Institute.

The firm is pushing into Europe and Asia-Pacific, but rolling back on the products that brought 75% of its assets in favor of actively managed funds.

Outlook for faster growth is supporting developing-nation bonds despite the increase in U.S. and European rates over the past year.

The $814 billion Beijing-based investment firm has more than a third of its portfolio in alternative assets.

There are a number of issues the industry must address ahead of an imminent digital-first market, an expert warns.