Subject Root Tag

After years of posting disappointing results, Fidelity's actively managed mutual funds showed signs of improvement in 2017, excluding the flagship Fidelity Magellan.

The fund will track an index based on a Human Rights Campaign Foundation gauge of corporate equality.

A nuanced look at how U.S. equities performed under both presidents relative to historical averages and international markets. The answers weren't what we expected.

The move marks the firm's second hire in the past week.

The legislation, opposed by most major asset managers, would repeal a requirement that the riskiest funds allow share value fluctuations.

The former underdog is settling into its role as one of Wall Street's more well-balanced firms.

While the stock market remains strong, clients should stress-test their portfolios and ensure that they reflect their risk tolerance levels.

From San Francisco to Dallas, here's a look at the 10 top housing markets where homes sell above the asking price.

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

Cornerstone Capital founder Erika Karp says sustainable investing can "repair" capitalism and predicts it will become mainstream in the future.

Expenses are rising, but revenue is flat as the regulator holds off on raising member fees.

Consolidators are doubling and tripling RIAs' five-year performance.

Following the cryptocurrency's recent decline, a new fund will accept virtual coinage for investment in private companies.

Wealth management has “only increased in relevance as it’s continued to grow,” CFO Jon Pruzan said.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

The index rose more than 300 points, reaching its highest close ever.

In an industry that’s all relative, sometimes a 14% return puts you near the bottom of the pile.

The software is powered by analytics previously available only to larger institutions.

The fund's preference for cheap companies hurt returns last year but its quantitative strategy and “rock bottom” fees are reasons to consider owning the fund, according to the research firm.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.