Investment strategies

The new fund tracks the S&P 500 Dividend Aristocrats Index.

Although their products have won on returns, nearly all the new jobs have gone to men since 2015.

By focusing on the relationship, RIAs can outdo automated investors — and charge accordingly, says CEO Joe Duran.

The answer depends on your perspective, and whether fear or greed is the defining mood on Wall Street.

At some point, stock price gyrations became synonymous with bad performance. Actually, it’s "only a reflection of volatile movements in the market.”

The WiseBanyan platform currently has $153 million in assets under management and 32,000 clients.

BMO Wealth Management aims to modernize its investment service and give planners better equipment. Others offering automated advice solutions include UBS, Wells Fargo and JPMorgan.

Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.

Data reported by the Investment Company Institute.

The new data will allow retail investors to better compare active and passive funds.