Investment strategies

The new tools are meant to help advisors manage a growing number of clients in retirement.

“Pretty much every central bank is now talking about global downside risks, and that’s helped bonds rally,” a portfolio manager says.

U.S. and European ETFs were stung by redemptions in January even as developed markets added trillions in value.

Higher costs are most attributable to technology spending, including investments in artificial intelligence.

Clients who check their portfolios every 15 minutes — or every 15 days — may not be good candidates for the moderate-growth performance of a broadly diversified portfolio.

Fresh doubts about whether star managers can deliver consistently superior returns have been raised following Bill Gross’ retirement.

The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.

Advisors are increasingly buying tech to monitor information sharing between financial firm partners and tech vendors.

Even the best clients in the most appropriate investments can panic when they’re watching their hard-earned savings shrink on a daily basis.

A new research company from the rock frontman and TPG Investments will gauge the effectiveness of sustainable investments.

The technology could make collecting more appealing to investors.

Cash is becoming an attractive security blanket again for investors amid rising interest rates and stock market volatility, says an expert.

It’s often hard to know just what is driving investor decisions.

The deal combines two of the financial services industry's largest technology and processing companies.

Brexit, worries about trade wars and rising interest rates have prompted a selloff in developed country stocks.

Money managers would be better off selling holdings at random, a study suggests.

Launching an app doesn’t have to cost millions of dollars.