Investment strategies

Clients should be especially mindful of market movements during the "fragile decade," the span beginning five years before retirement until five years after retirement.

The microinvesting site, which now has over 2 million accounts, allied itself with Clarity Money.

The firm is pushing into Europe and Asia-Pacific, but rolling back on the products that brought 75% of its assets in favor of actively managed funds.

For clients looking for investment income, these funds excelled in the first half of 2017.

The digital firm is opening up a new avenue of advice that could be a model for an industry grappling with the challenge of scaling for smaller accounts.

Widespread passive financial data and microadvice are creating the circumstances for a new wave of innovative products.

The founder of HelloWallet shares tips on staying competitive online.

The leading independent robo adviser added another $70 million in funding.

Employers' 401(k) matching contributions this year are likely to reach 4.7% of worker's pay, up from 3% in 2009.

The increase in real estate exposure is an “extraordinary move," according to an industry observer.

Demand from millennials has helped the strategy become an $8 trillion category.

"I don’t have one yet, but I want one," says Tom Halloran, president of Voya Financial Advisors.

While the firm's conquest of the money-management business may seem inevitable, it’s a mistake to extrapolate its recent success into the future.

In an effort to weather the assault from index funds, a Scottish firm cuts fees but bets that performance is still key to attract clients.

Its local unit is the first qualified domestic limited partner to be granted a license from the Asset Management Association of China.

July 17: The space, once scoffed at by managers, is expected to grow by more than $300 billion this year.

Data reported by the Investment Company Institute.

The firm’s growth last quarter was the biggest since the 2014 departure of its co-founder Bill Gross.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.