Investment strategies

At 84 basis points, the average expense ratio is over 40 basis points pricier than what investors paid on average last year.

Unexciting and less-filling, financial planning technology allows “craft” advisors to keep moving up the value chain.

To attract clients, digital-first advice firms are borrowing tactics from incumbents and putting a spin on traditional industry offerings.

Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.

It’s official: inexpensive index funds and ETFs have finally eclipsed old-fashioned stock pickers.

There’s a misunderstanding at the heart of some of this year’s most popular and hated trades within the $4 trillion market for ETFs.

In addition to launching an automated investing app, the bank created a dedicated advisor unit to provide personal service to customers when they need it.

Tech is making it easier for advisors to break away, but navigating the complex vendor landscape can be challenging, says the firm's director of RIA practice management.

The fund has returned 54.5% on its investments this year through August, fueling a 48% gain for shares of Pershing Square Holdings.

Digital firms are launching platforms to cater to faith-based investors.