Investment strategies

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.

Asset managers have been on edge as U.S. equity ETFs reported withdrawals of nearly $18 billion in the three weeks ending Friday.

The deal will accelerate the firm’s digital-heavy client strategy, CEO Andy Rachleff said.

Regulators and observers warn there are risks to mixing show business with investment advice.

If approved, the fund would be the first in the U.S. to follow a quantitative approach that allocates across asset classes based on risk.

The deal comes amid a flurry of similar digital investment acquisitions made by competing banks.

Depending on where they live, retirees can expect their six-figure savings to last more than two decades, data shows.

Acquiring clients can be expensive. Some digital investing platforms have turned to a marketing strategy they say may present “conflicts of interest.”

Newday’s tools include content centered around clients’ issues of focus and, soon, a corn-based compostable debit card.

Of the 25 new ETFs, the majority come from JPMorgan and investment company Direxion.

If reached, the deal would precede a potential IPO of the $52 billion firm, which oversees asset allocations of domestic and offshore pension funds.

Although many underperformed the broader market, just over half posted double-digit gains.

The firm's global economic adviser laid out perhaps the most concise and straightforward case I’ve seen yet for what structural changes are behind this phenomenon of paying for the privilege of purchasing debt.

The industry is embracing new technology, big data and alternative investment strategies as clients demand more from funds.

Gaining notoriety and AUM is a challenge without a long-term track record, an extensive distribution network and a well-planned marketing strategy.