Asset allocations

If approved, the fund would be the first in the U.S. to follow a quantitative approach that allocates across asset classes based on risk.

If reached, the deal would precede a potential IPO of the $52 billion firm, which oversees asset allocations of domestic and offshore pension funds.

Asset managers are embracing new distribution technology, big data and alternative investment strategies.

The IBD network joins asset managers and other companies developing new methods to display how the products integrate into client portfolios.

370 U.S equity smart beta ETFs on the market mean advisors can pick and choose when fine-tuning clients’ portfolios.

Advisors say they’re allocating assets based on client objectives, but they likely are not, according to SEI’s survey.

The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.

The No. 1 IBD has stopped offering the higher-yield funds in its automated bank deposit programs, but it notes they’re easily accessible in investment accounts.

The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.

By scrapping the $100,000 requirement, the asset allocation tool becomes accessible to all of the firm's clients.

Clients who check their portfolios every 15 minutes — or every 15 days — may not be good candidates for the moderate-growth performance of a broadly diversified portfolio.

AdvisoryWorld will operate as an independent subsidiary under the No. 1 IBD while adding new offerings for its 30,000 advisor and institutional clients.

Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable.

Advanced analytics is helping generate alpha, experts say.