Investment strategies

The tech stack is about much more than efficiency and scale.

Years of trial and error and research behind the scenes and continuing client-facing education resulted in the portfolio-mix sweet spot.

Making sure what we say and what clients hear has been a trial-and-error process, but one that’s yielded useful results.

The company is “in the beginning stages of building out those capabilities,” according to a spokesman.

Those attracted to the asset management industry are highly susceptible to screening data to fit their existing preconceptions, new research shows.

Most Capital Group portfolio managers have at least $1 million of their own money in their funds.

The actively managed vehicle will invest in about 100 companies.

Experts grappled with the industry's biggest disruptors at the investment information giant's annual conference.

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

CEO Tim Buckley acknowledges at the Morningstar conference that the firm is trying to convert investors to its Personal Advisory Services business, but won’t specify the target.

IPOs from companies valued at more than $1 billion have attracted significant media attention.

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.