Investment strategies

There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.

As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.

J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.

Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.

Data reported by the Investment Company Institute.

Aside from being some of the strongest overall industry performers, many have helped their peers thrive in a business in which they are a clear minority.

Alexa von Tobel's startup did many things right, but it was hampered by challenges facing all digital advice providers.

The investment gives the world’s largest asset manager a focus on small-time investors.

The financial services giant says two locations will be home to a major innovation effort.

The largest insurance company-owned IBD and Alexa von Tobel's startup announced a new setup for the firms roughly three years after the acquisition.