Investment insights

The 20 top-performers have generated gains well over 50% in the first seven months of the year.

“The stocks that I hadn’t heard of three months ago all of a sudden are the most active — that’s not where investors go, that’s where traders might go or hobbyists might go,” says a private wealth advisor at UBS.

The role of retail investors in a 45% rebound since late March has been intensely analyzed, as a swarm of tiny buyers chased after recovery plays and insolvency stocks.

“It’s like shopping on Amazon for real estate,” says one investor. But clients pay a premium for the access and convenience.

It’s easier — and more lucrative — for financial firms to pander to clients’ worst instincts than help subdue them.

It’s official: inexpensive index funds and ETFs have finally eclipsed old-fashioned stock pickers.

“As we’ve gone through various crises, we’ve still told clients to stay invested and not get out of U.S. equities, it’s too early,” said Sharmin Mossavar-Rahmani, CIO for Goldman’s Private Wealth Management.

Roughly 45% of Berkshire’s stock portfolio is allocated to the financial sector, and eight of the portfolio’s top 12 holdings are financial stocks — a deeply contrarian bet.

UBS Global Wealth Management, which oversees more than $2.48 trillion in invested assets, has gone underweight on equities for the first time since the euro-zone crisis.

The bank is taking a cue from FANGs and using data to personalize clients’ experience.

Financial firms are grappling with what — and how — to tell consumers about the use of their private information.

More than one-third of the $1 billion new assets on the digital advice platform are from new clients.

The advice industry’s current structure is “dumb” and in need of fixing, according to Betterment CEO Jon Stein.

Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.

There's a lot to navigate when it comes to assuring clients that the benefits outweigh the headaches.

The SEC has just approved an ETF with negative fees — a sign that fund managers need to continue adjusting to their straitened circumstances.

Harassment, belittling, defamation and crass comments plague advisors in the online public eye.

The real question is, how long are you willing to stay with a trade if you're sure you're right.