Investment strategies

An online war is underway for deposits, as a wide range of players — traditional wealth managers, big banks, digital-only platforms and fintechs — offer high-interest savings and checking through apps and websites.

Martin Gilbert helped build Aberdeen Asset Management through dozens of acquisitions starting in the early 1980s.

A patented structure allows ETFs to report once a quarter in an effort to protect their intellectual property.

By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.

Under the proposed structure, the funds will conceal a portion of their assets and instead publish a list of securities that’s highly correlated to the performance of the portfolio.

The potential move would follow Vanguard's pilot run of a new digital-only platform tailored to retail clients.

Deviation from the broader market has left more than half of these products with losses during a time the Dow and S&P 500 each posted double-digit gains.

The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.

The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further.

The mutual fund giant is developing a new automated investment service priced to vastly undercut competitors.

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.