Investment strategies

Far from commoditized, digital advisors' performance varies widely, according to new research.

The $527 billion manager released two actively-managed products, one focused on U.S. equities and the other on international stocks.

The average expense ratio for this group was more than 100 basis points.

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.

This election cycle has had more than a few bad surprises, but my advice to clients remains the same.

Complicating socially conscious investing is the fact the SEC doesn’t regulate how the category’s labeling is applied.

The firm expects to receive bids this month, according to a person familiar with the matter.

“These are tracking the industries that are supporting the economy and will continue in the post-pandemic world,” an expert says.

It’s a dilemma that could reshape the classic investing strategy as the Fed holds rates near zero for the foreseeable future.

Among the decade’s worst performers — those with more than $1 billion in assets under management — were a handful of products with stellar short-term returns.