Investments

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.

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.