Investment strategies

Apex Clearing’s new partner says it’s growing by $50 million to $100 million in assets each month.

Instead, Morningstar should offer a curated menu of fund data and let investors decide which funds are best.

While the average savings in retirement accounts increased markedly in recent years, the amounts varied significantly by income levels, says an expert.

Clients should consider the next market downturn as an opportunity to invest in stocks that are "on sale."

The funds gained an average of 13.3% a year over the past decade, which began before the financial crisis.

The asset manager’s institutional assets have grown in each of the past five years, increasing about 45% since 2011.

If you are going to charge a fee above a few basis points, you have to demonstrate your ability to deliver a unique market exposure.

Automated platforms may have steered investors to buy rather than sell in the market panic.

As the Dow tops 23,000, remember the largest percentage drop in history.

Various measures of what constitutes cash can produce different analyses. This list uses net cash positions at the largest funds.

Artificial intelligence will impact every aspect of RIA practice, from the front-end to the back office.

Custodian Trust Company of America helps RIAs create their own automated offerings.

A recent launch from Flat Rock is designed to provide access to middle-market debt in a new way, according to the firm’s CEO, Robert Grunewald.

These all-weather investments could be just the ticket for clients.

The asset management giant is staking a big claim on the advisor desktop, according to one analyst.

Bond funds go mano a mano in the last installment of this 3-part series on maximizing total-market index funds.

The acquisition gives Tiedemann $11 billion in AUM, impact investing expertise and a presence in the Northwest.

Smaller wealth management platform providers are aggressively pitching themselves as the more nimble options for RIAs.

Chief executive Jay Shah says a public offering will happen, "when the time is right."

Advisors are responding to growing interest from clients to track and even trade the digital coins.