Capital markets

Startups are applying AI and big data to determine how advisory clients make investment decisions in real time.

A growing chorus of firms such as Fidelity, Citigroup and Goldman Sachs have announced plans for a variety of services around cryptocurrency trading.

Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.

A quarter of asset management executives pin the blame on organizational culture, according to FIS research.

More than half of advisors would consider buying a smart beta muni bond ETF for clients, according to a Columbia Threadneedle poll.

A study notes that retirees might be experiencing the “Homer Simpson” mindset, in which they choose immediate gratification without thinking about the long-term consequences.

One fund traded more than 800,000 shares in August, its second-largest monthly volume since inception.

The Fidelity Zero Total Market Index Fund attracted $753.5 million through Aug. 31, while the Fidelity Zero International Index Fund gathered $234.2 million, according to Fidelity’s website.

After two to three years into recovery from the region’s 2015-2016 downturn, one manager says there’s a rising chance of a shortened economic cycle.

Matthew Cooper, the president of Beacon Pointe Wealth Advisors, has seen the downfall of many deals. Here he reveals the worst flubs and what could derail the M&A market. Plus, his favorite app.

Just over half of all asset managers either have or are planning a “limited” number of machine learning initiatives.

Digital tools that help wealth management clients manage their emotions, he says, will have a big impact on the planning industry.

The twin brothers launched Platinum Advisor Strategies well before many IBDs started rolling out promotional and coaching services for advisors.

The fund hasn’t seen a day of inflows since June.

The cuts are said to range across several businesses in the group.

Investors moved nearly 2 million shares worth $55 million into two SPDR funds in a matter of hours.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.

With $145 million of net inflows, the fund is on track for its best month since June 2017.

Elkhorn Capital is being sued by investors who say its founder misrepresented a marketing relationship with Barclays.

Feeding a constant flow of launches are predictions that digital-first advice firms will manage over $4 trillion in the next two years.