Investment strategies

The hiring plans coincide with the firm's rollout of its digital advice offering, UBS Advice Advantage, which is offered through its call center.

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.

Bill Capuzzi has had a first-hand view of wealth management’s disruption. He details the key innovations winners will bring to the industry.

The bank aims to have a total of 4,000 representatives by year-end in Merrill Edge, which now has 2.4 million accounts and $184.5 billion in assets.

After the digital advice firm reportedly saw its valuation drop $200 million, industry executives ask if independent robo advisors are on borrowed time.

The digital advice firm acknowledges RIAs using its institutional platform "needed more control."

Portfolios will be selected based on machine learning and natural-language processing.

The latest influx, which closed late last year, brought in $75 million.

A directive on ETFs took the advisor by surprise after several years with the No. 29 IBD, he says.

Speculation grows that any retailer with a robust e-commerce platform, physical ubiquity, brand awareness and trust could become a wealth management player.

Quality is a nebulous assessment and can change over the years — remember Sears? — but appears to portend outperformance using most companies’ measures.