Investment funds

Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

While the industry scores relatively low in its digital capabilities, firms that invest in technology are growing nearly twice as fast as their peers.

An advisor kept working with clients, and impersonated others on phone calls with Schwab, the SEC says.

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.