Investments

It’s a dilemma that could reshape the classic investing strategy as the Fed holds rates near zero for the foreseeable future.

The fintech plans to build out cash, checking, insurance and mortgage products.

A recent study suggests sales of "expensive" VAs fell as a result of the vacated rule. But there are other factors at play, writes Raymond James' Scott Stolz.

Innovation is key in today's dynamic market. Suni Harford, president, asset management at UBS walks us through two significant innovations she drove in the asset management industry this year — including a ground-breaking approach to climate change and sustainable investing.

The acquisition established a $6 trillion-giant operating as a mutual fund company, RIA custodian, bank, retail brokerage and national wealth management firm.

Among the decade’s worst performers — those with more than $1 billion in assets under management — were a handful of products with stellar short-term returns.

“If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent.

Flows into U.S. fixed-income products this year have already surpassed the total for all of last year.

The decade’s top-performers have produced returns of more than four-times their industry peers this year.

Do-it-yourself-minded investors have never had more places to put their savings, writes Bloomberg’s Nir Kaissar.

The Managed Funds Association urged the agency to do more analysis before moving forward.

Demand from clients has some advisors reconsidering sustainable investing strategies.

The world’s largest debt market may not be as sleepy as it seems.

Average portfolios tend to be traditional and helped stabilize markets during the COVID-19 crash, new research shows.

The market for newly minted stocks has exploded this year, with U.S. initial public offerings raising more than $80 billion so far.

Unlike many digital advisors, Retirable is not offering investment management or targeting millennials.

Gold buying by central banks, an important driver of bullion’s advance in recent years, is forecast to pick up in 2021 after a slowdown this year.

The agency would have us take a step backward and limit the use of forward-looking datasets.

If this year has taught our industry anything, it’s that the key is to stay nimble.