Investment strategies

Customer experience metrics at wealth management firms have remained flat for the third year in a row, researchers found.

The funds carry a fee eight times larger than the 0.08% charged by the least expensive energy ETF run by Fidelity.

The new strategy may reflect downward pressure around planning fees.

As advice becomes democratized, investors will define what the industry should prioritize, argues the head of the hybrid digital advice firm.

Firms take notice: older generations are adopting new technology at a quickening pace.

The leading independent robo wants to maximize excess assets left in checking accounts.

AdvisoryWorld will operate as an independent subsidiary under the No. 1 IBD while adding new offerings for its 30,000 advisor and institutional clients.

The Global Income Fund slashed its equities exposure by nearly a third in October and moved part of the proceeds into U.S. and European high-yield debt.

About 30% of fund manager appointments in the firm’s equity unit have gone to women in 2018, the most in five years.

Investors have grown cautious following October’s rout in global markets.

Brand recognition provides an edge in digital wealth management, but offers little protection when tech issues strike.

The cost of acquiring small account customers and pressure from incumbents quickly developing their own digital brands may be weighing on the popular app.

Despite the array of potential options, a handful of names gets the most attention. Do your clients know the major differences in methodology and sector concentration?

There’s now a way to measure whether these products do what they promise.

New actively managed municipal bond ETFs from the firm have attracted $50 million in assets since their inception in October.

"Retiring just before a stock market peak could be ruinous to your financial health but it doesn’t have to be,” says an expert.

Digital firms are boosting features to stay competitive in a crowded advisor-tech marketplace.

'Know which problems you are trying to solve,' says InlVest speaker Kabir Sethi.