Capital markets

SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.

Investors yanked $7.7 billion from emerging-market equity and investment-grade credit funds due to trade tensions and tightening monetary policies.

Issuers want the regulator to go further and make it easier for managers to choose the securities they add or subtract when they issue and redeem shares.

Even countries with solid prospects for growth and debt financing haven’t been immune to the selloff.

Targeting lower durations is possible with these securities amid rising rates.

The funds have the potential to distort stock prices and to inspire a large-scale market sell-off.

TPW Investment Management aims to provide alpha-generating ETF-based investment solutions.

The firms are seeking to tap into the growing demand for ethical investing.

Industry leaders weigh in on key issues, including technology advancements, the increasing focus on ESG and developments in ETFs.

Since 2008, advisors are looking beyond the percentage of equities or bonds in a client’s portfolio.

The once-hot investing strategy seems to have cooled off. Advisor Allan Roth hasn't lost all hope, however.

A public offering will be a landmark for the advisory business. But the aggregator will face unprecedented scrutiny from investors.

Data reported by the Investment Company Institute.

The $55 billion of new cash last week from global investors was the most since 2013.

Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.

The holdings demonstrate “resiliency over several credit cycles, with low realized principal losses and robust returns for CLO equity,” managers say.

The smallest of UBS’s operating divisions is said to have eliminated at least 100 positions in areas including distribution over recent months.

The definition of independence for advisors is changing, according to a new report.

The quant crowd is justifiably concerned by the lack of objective statistics available.

While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.