Investments

Often-obscure factors affect the returns of individual funds that mirror similar indexes. Here's what you need to know.

The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.

CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.

The ranking of the largest groups of funds stayed stable while money poured in.

The bank plans to make the robo-advisor the foundation of a new digital offering that will include access to human advisors.

Vanguard’s cut in investment minimum left smaller accounts holding the tax bag

The ETF industry is bringing a surprising twist to hands-off, passive investing.

Both growth-focused ARK and value-driven Berkshire Hathaway have racked up gains.

As the K-shaped recovery continues, wealthy clients are calling their private bankers to see if they should borrow against their art or buy a fourth home.

Individual investors who were ahead of the S&P 500 for most of 2020 have been stuck behind the benchmark since early 2021 as stay-at-home and meme stocks struggled.

Annual drawdowns tell us little about possible standards of living in retirement as investors spend dollars, not percentages.

In this fireside chat, Ida Liu, the global head of Citi Private Bank, covers a range of topics, including how digital client engagement is evolving.

As inflation ticked up, the commodities featured in the morning meal have risen over the past year.

His annual CEO letter has stoked frustration from those who believe he's playing both sides.

Actively-managed funds that are flooding the market put a complicated twist on low-cost passive investing.

Active ETFs are blurring the line between passive and active investing, a new Cerulli report shows.

The time-saving investment management tool also requires a look under the hood to examine the funds inside the portfolios, financial advisors say.

The trend shows no sign of slowing down in 2022, but not everyone is convinced the products are good for clients.

"Despite high valuations and markets being up over 100% since March 2020, we believe markets have more room to run," writes Candice Tse of Goldman Sachs.