Investment strategies

The expanded line up of index funds demonstrates one way the brokerage industry is grappling with an ongoing race to offer products at the lowest price.

Advisors share their tips to avoid the frenzy over Slack, Uber and the next big thing.

The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.

Despite ongoing consolidation among investment management platforms, the fintech's chief executive says there's plenty of space to serve advisors who have clients with complex needs.

Wealth management technology is starting to reach a certain maturation level, says the firm’s head of emerging technology.

The firm has experienced net outflows in each fiscal year since 2014.

The fintech company, which was forced to rebrand its cash management product last year after misleading marketing caused a backlash, is seeking a national bank charter.

The Betterment chief dishes on why flat fees may just be a “thing of the moment.”

The new funds mark the startup’s latest foray into traditional wealth management.

More than 100 equity and fixed-income funds will be integrated directly into the firm’s advisor platform.

Last year's performance suggests the upstarts may have an Achilles' heel.

The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.

Fund companies could launch a new type of product that does not have to reveal its assets.

VanEck, Hartford Funds and DoubleLine are among the firms with executives being honored.

Digital advisors are tools, not competitors, says Mirador Capital Partners' Dan Murray. What's more, here's how they can enhance a firm's offerings to clients.

If spending $5 a day on fancy coffee puts your retirement at risk, you’ve got bigger problems.

Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.

Issuers are creating multi-factor funds that offer exposure to several return-enhancing characteristics.

Forward-looking firms are implementing digital advice offerings that can take them beyond allocating to a model portfolio.

The wealth manager recently introduced monthly fees. But, it's not for everyone.