Capital markets

The hybrid firm stated it now has $4.9 billion in AUM, with $1.4 billion gained this year alone.

Many firms are finding new ways to incorporate computer models and data science into their research.

Advisers have turned into the new active investment managers.

The firm has been building its passive business as investors dump active products.

Active management supplemented by local knowledge cannot be easily manufactured or automated, an expert says.

The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.

Fidelity already has a private fund in China, and BlackRock plans to launch one as well.

July 31: Being a good judge of character is a central ingredient, the co-founder of LM Capital says.

Data reported by the Investment Company Institute.

Outlook for faster growth is supporting developing-nation bonds despite the increase in U.S. and European rates over the past year.

There are a number of issues the industry must address ahead of an imminent digital-first market, an expert warns.

Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.

A net 80% of investors think America is the most overvalued region, analysts say.

Energy was likely a “headwind,” analysts wrote.

The leading independent robo adviser added another $70 million in funding.

The last time the percentage was greater was when the S&P 500 was near its previous peak before the financial crisis.

Convinced that clients want as much human interaction as ever, the Wall Street firm is using machine learning to help its financial advisers stay informed and work efficiently.

While the firm's conquest of the money-management business may seem inevitable, it’s a mistake to extrapolate its recent success into the future.

The nation’s largest IBD plans to launch a platform with load-waived shares from 20 companies.

The app allows users, many of them first-time investors, to get started for as little as $5.