Special Program Root Tag

Following a strong first half this year for both U.S. mutual funds and ETF assets, many industry leaders are keeping a positive outlook for the remainder of 2015.

Shutting down the Greek market has trained attention on ETFs tracking its stocks, adding an element of speculation to their prices as long as the Athens bourse is closed.

Leaving the wirehouses for independence can be worth it, but be prepared for the unexpected, advisors say.

With regulators proposing more widespread obligations, advisors need to know where to get training.

Things have changed and will continue to do so; advisors shouldn't be deterred.

After some disappointing numbers from the first half of this year, Yellen may have concluded that she needed more time between June and September to be comfortable that the economy had regained sufficient momentum.

Over the past six months, three trends have emerged that make going independent increasingly attractive to these billion-dollar teams.

Bill Gross is no longer running the world’s biggest bond fund, but one thing hasn’t changed: his love for Mexico.

Antitrust officials at the Justice Department are investigating trading related to Treasuries, people familiar with the matter said earlier this month, without specifying what sorts of trades are drawing scrutiny.

Making the choice is particularly difficult if the advisor faces possible termination.

These independent broker-dealers reported the highest portion of fee-based business.

These independent broker-dealers reported the highest portion of fee-based business.

Even though ETF assets in the U.S. have surpassed those of hedge funds, there are managers returning at least triple the return of U.S. stocks and beating bonds by more than 10 times.

The iShares U.S. Healthcare Providers exchange traded fund has attracted $247 million in net inflows this year, the biggest first-half total since it started trading in May 2006.

Independent financial advisors list the advantages they have found tailoring fee structures to their and their clients' liking.

Robert Arnott, CEO of Research Affiliates, says the asset management industry has to change its mindset toward innovation in order to remain competitive.

When it’s spring and the days get longer, risk appetites grow and cash flows to equities, according to a new study. As winter approaches, safer alternatives like the money market come into favor.

The Chinese fund-management company, which oversees $100 billion, is seeking to open an office in New York “very soon” and another in London.

The concentration of CFAs in Abu Dhabi speaks to the power of an array of sovereign funds in the city charged with investing hundreds of billions of the nation’s oil-generated riches.

Despite the benefits of independence, there is an added time, cost, liability and regulatory burden.