Investments

Steady inflows showcase the buy-and-hold ethos of the typical Vanguard investor — financial advisors and wealth managers, an expert says.

The wealth manager whose parent firm also owns an insurer and asset manager settled its third case involving the same time period.

The allegations involving 12b-1 fees, cash sweeps and commissions also include violations of best execution rules.

Without market-leading, high-yield savings accounts, cash management at Betterment and Wealthfront isn’t as attractive as it was in 2019.

The fund has absorbed $15.6 billion so far in 2020.

With an average gain of more than 108%, the lineup includes actively managed leaders with fees well above 100 basis points.

Join Jim McKelvey, co-founder of Square as he offers his insights into where the Fintech industry is headed next year. Will a Biden administration insist on greater regulation? What will happen in the cryptocurrency markets? What will be the big IPOs in the sector? Will GooglePlex make a big splash? What new technologies or applications should we be expecting?

Despite a rocky year, these 20 funds recorded an average return of 13.6%.

It won’t just change the composition of corporate board rooms. It may change conversations with clients too.

Regulatory shifts, M&A, new technology — there’s a lot on the horizon for the industry.

There are still plenty of challenges and potential changes on the horizon. Here’s what to watch for.

Net flows have slowed in 2020 at the fund giant as rivals continue to roll out similar products amid the rise of robo advisors and almost-free trading.

The top 20 outpaced the broader industry and had an average net expense ratio far below the 0.45% investors paid last year.

Jon Stein was a pioneer of the robo advice industry, building a $25 billion firm over the past decade.

The scale of the withdrawal indicates that the ETF is both being used by large institutions and a favorite with retail investors, an expert says.

While broadening stock-market gains may one day provide more fertile ground for picking equities, right now fundamental managers are struggling.

As it does with savings, the app's algorithm calculates how much users can siphon off their earnings into retirement without missing the funds.

More clients are also looking for financial advice within the custodian’s retail channel, which offers a robo advisor and full-service wealth management arm.

Global equities notched their largest monthly gain since at least 1988, while multiple major benchmarks are at or near all-time highs.