Investment strategies

Although roughly 40% of the actively managed industry beat their indexes, the worst-performers eked out an average gain of just 1.07%.

Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.

The rewards for the men — and they’re all men — are notable, especially given only a third of the top 15 managers on the list beat the S&P 500.

The bank's asset management arm will introduce products “where they exhibit efficiency advantages over index funds.”

The actively managed fund will incorporate ratings from independent research that measures investments’ impact on society.

The academic duo who fueled the strategy’s boom want to know if worsening performance signifies a bout of misfortune or if something’s fundamentally broken.

Just 15% have incorporated ESG in their strategies, according to a report.

They’re more expensive than their passive peers. But did they beat their benchmarks?

Firms need to keep up with the dramatic increase in expectations for a better user experience.

The search is on for "potential strategic partners" says the robo advice provider's CEO, Rich Cancro.

The investment bank is well behind most of its competitors and is priced well above the most attractive price points.

In the latest episode of Financial Planning’s new podcast series, advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.

The green investing movement has totaled at least $30.7 trillion of funds held in sustainable or green investments in 2018, up 34% from 2016, data show.

Even dedicated ESG indexes have shortcomings that many investors are probably unaware of, an expert says.

Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.

Macro funds, which invest in broad global trends, had the biggest disparity.

Retirees may benefit from moving money to various locations that offer better savings rates and returns.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.