Investments

In a bid to attract clients left out by AUM fees, IBDs are enabling advisors to take approaches first made popular in the full RIA channel.

The 20 mutual funds and ETFs on this list have an average fee of roughly 111 basis points.

The low interest rates pushing down sales across most fixed and variable lines are also boosting certain products.

Once a laggard, the index and its cyclical components have shot up 13% since Halloween, putting it on track for the best month since 1987.

Loose monetary policy and huge stimulus injections have some investors questioning the validity of traditional long-term approaches.

Far from commoditized, digital advisors' performance varies widely, according to new research.

The top 20 have delivered overall outperformance. However, their gains come with fees more than twice the industry average.

As the Federal Reserve strives to help the economy, wealth managers’ revenue takes a hit.

The $527 billion manager released two actively-managed products, one focused on U.S. equities and the other on international stocks.

Funds tracking telemedicine, gaming and even pet care attracted $2.5 billion in November alone, according to Bloomberg data.

The benefit is becoming more popular now that it can be offered and managed digitally.

The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.

The average expense ratio for this group was more than 100 basis points.

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.

But the regulator also ordered record payouts in 2020, including restitution through a self-reporting program that drew industry ire.

“Their top holdings are focused on those companies that have benefited in a post-COVID world,” an expert says.

It's helpful to recognize that there are both policy implications and behavioral implications of elections, and that these have completely distinct market consequences.

The rule has faced a host of criticism from investors, environmentalists, asset managers and others.

This election cycle has had more than a few bad surprises, but my advice to clients remains the same.

CEO Jamie Price says the change will reduce potential conflicts of interest related to transaction fees and come with lower prices in wrap accounts.