Investments

The case for active bond management is compelling, given increased market volatility and persistent economic uncertainty, argues the president of Toews Asset Management.

In a constantly changing industry, clearing and custody fees defy generalizations. The largest independent broker-dealers present financial advisors with the choice of working with a "self-clearing" firm or one that outsources those essential services.

Morningstar finds that active investment managers beat low-cost passive index trackers only 27% of the time over a 12-month stretch.

Retirement savers often don't realize what they're paying in fees or how much they can lose by leaving rollover cash uninvested, but advisors can help on both fronts.

Altruist has earned legions of fans among financial advisors for sleek technology and low, clear fees. But its critics question whether that is enough to catch up to the giants that have dominated the business for decades.

Roy Swan of the Ford Foundation said the simplest implication of his new book may be a nudge toward donor-advised funds. But he argues for a deeper examination of popular assumptions around figures like Adam Smith and Milton Friedman.

A survey from the investment marketplace iCapital suggests that concerns about private credit have not derailed advisors' growing desires to place more clients in alternative investments.

With retail investors projected to allocate $2 trillion into private equity, credit and similar investments over the next five years, asset managers are increasingly acting as a bridge to previously exclusive opportunities.

Jeffrey Cleveland, Managing Director and Chief Economist at Payden & Rygel, will discuss the FOMC meeting, the new SEP and Chair Warsh's press conference.

Following its purchase by Raymond James, Clark Capital's CEO discusses his firm's future and how he aims to help advisors operate as "mini virtual multifamily offices."

WTW Investments and SEI see enough of a market to develop private market offerings for U.S. defined contribution plans, such as 401(k) plans.

Brokerages are too dependent on the billions they make every year from clients' uninvested cash, industry analysts say. LPL is responding with a long-term review of its pricing.

In the race to win a coveted role on the next mega U.S. IPO and manage the ensuing riches, Wall Street's wealth advisors are ramping up lending to founders and entrepreneurs based on the soaring values of their private companies.

Millennial and Gen Z Americans aren't investing in homes the same way as previous generations: The National Association of Realtors found the median age of first-time buyers last year was 40, an all time high. Here's what wealth advisors need to know.

The department worries that some products, including Section 351 conversions and box spread ETFs, could be ripe for abuse. It is actively evaluating tools to address those concerns.

Which private investments will generate income and protect capital after liquidity dries up? Financial advisors can look to fund managers to provide important clues.

A Deloitte analysis shows that alternative allocations — to private equity, private credit and other vehicles — in DC plans could grow quickly.

SEI may not be the first firm that comes to mind when thinking about the industry's custodians, but the firm has built a substantial client base of financial advisors over more than 30 years.

The firm isn't discussing the news reports suggesting it's for sale. Here's how it has built such a close relationship with so many planners over the years.

Two-thirds of Americans fear running out of money in retirement. Advisors who aren't planning for a 40- to 50-year horizon may not be planning far enough.