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For those worried that high valuations guarantee trouble in the markets, data shows pricey equities can get even pricier.

The firm is adjusting to more investors opting for low-cost funds over active management.

Aside from stocks, strong and consistent trends have been hard to come by this year.

The once dubbed masters of the universe have barely made money this year and once again, their returns pale next to those of cheaper index funds.

Prices that reached an almost seven-month high in June have now dropped for five straight weeks, the longest slump this year.

Amazon's Jeff Bezos has the distribution to potentially disrupt financial services, says Riskalyze CEO Aaron Klein.

The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.

East Capital’s founder says investors struggling to demonstrate value in the face of competition from ETFs should take a lesson from investing in Russia.

Data reported by the Investment Company Institute.

July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.

Taxable-bond mutual funds added more than $17 billion in June, while domestic equity funds lost about $15 billion.

The positive net flows of U.S. mutual funds was driven by taxable bonds.

It might seem unusual for an Old National Bancorp to lure away a regional executive from the much larger Fifth Third, but not in wealth management, where competitiveness can be as much about emphasis as size.

A majority of advisers (60%) want to diversify using the same investment vehicles regardless of market conditions, yet 27% say today's market makes diversification harder with current asset allocation.

Taking a 20-year outlook is the best way to make gains, says Lipper number cruncher Tom Roseen.

Behavioral economics, essentially a combination of economics and psychology, is tailor-made to help straighten irrational decisions when it comes to portfolio construction.

There are ways to prompt a more accurate “risk answer.” Instead of framing losses as a percent, use dollar terms to drive the point home.

U.S. Global's fund enters the market at a time when the precious metal is down roughly 10% from its peak a year ago.

Even though they have posted positive returns, debt and equities markets have been moving in opposite directions for the better part of two decades.

Despite the trend away from actively managed mutual funds, the firm is bolstering advertising efforts and adding new products to lure clients.