Investment strategies

UBS wades into relative-value strategies with short-term structured notes

Many sectors have rallied the past decade, but tech and health care outperformed.

Employees from the independent robo — from marketers to engineers — are being paired up with customers to have informal chats, ranging from improving the user experience to suggesting new financial offerings in the platform.

The independent robo is now offering advisors paperless account rollovers for clients that can be completed in a minute.

The shift in strategy comes as central banks move away from policies that have buttressed markets since the financial crisis.

A new entrant from Singapore vies for attention in a market that already includes offerings from robo advisors and custodians.

At Amazon's first-ever conference for voice-enabled tech, advisors are warned they need to take one crucial step to serve customers using voice assistants.

A large portion of the company’s 100 million-plus Prime subscribers fit the same profile as mutual fund buyers, Sanford C. Bernstein analysts say.

InvestmentPOD now has the backing of Mariner Wealth Advisors, Covenant, and Brighton Jones.

Rebranding efforts from Allianz’s $595 billion asset management arm are aimed at reassuring investors that stock pickers are worth the extra fees.

This retirement investing strategy can be a hard one to implement, but it makes academic sense.

Acorns co-founder Jeffrey Cruttenden says clients would vote, if they realized they had the rights.

One manager’s new group of funds will launch in collaboration with leading nonprofits.

If history is a guide, your clients can stop freaking out about having enough money during their post-work life.

More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.

Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing.

The new competition asks innovators to take client experience to the next level.

This is a hot topic everywhere in corporate America except client portfolios. That might change soon.

Inflows have persisted since the infamous “volpocalypse” in early February.

Hedgeable's decision to cease operating its automated investing platform may say more about the state of fintech funding than the robo business model, an industry observer says.