Investment strategies

Advisors who aren’t putting in the work to attract the next generation are taking a risk.

After a decade-long bull market in U.S. stocks, rebalancing into international equities may make sense for some clients.

The value advisors provide has not been historically aligned with the price clients pay. That’s changing, says the Facet Wealth CEO.

Asset managers are seeking alternatives to standard mutual fund products.

The expanded line up of index funds demonstrates one way the brokerage industry is grappling with an ongoing race to offer products at the lowest price.

Advisors share their tips to avoid the frenzy over Slack, Uber and the next big thing.

The firm hopes the changes reflect its image as a “powerful, innovative and unified provider” of investment products, according to co-CEO Nico Marais.

Despite ongoing consolidation among investment management platforms, the fintech's chief executive says there's plenty of space to serve advisors who have clients with complex needs.

Wealth management technology is starting to reach a certain maturation level, says the firm’s head of emerging technology.

The firm has experienced net outflows in each fiscal year since 2014.