Investments

The fund gained 22% last month, beating more than 1,970 rivals.

Helping clients develop a solid investment strategy is an important step to help them survive market volatility.

The planned launch from Cornerstone Capital would be the firm’s first stock fund for individual investors with social and environmental goals.

To stand out from the crowd, some issuers have embraced thematic strategies focused on niche investments that could become the next boom industry.

Fund industry Darwinism should be seen as healthy and natural in a thriving — albeit brutal — market, an expert says.

The current impact of fund rebalancing on front-month VIX futures is about 20% of daily volume on the index’s contracts.

Do planners offer enough value to keep tech companies and automated advice at bay?

These tools will revolutionize … Wait. No. These tools will help financial planning evolve.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

Before picking a tech vendor for your firm, you might want to have a chat with Carson Group President Teri Shepherd, who speaks with the benefit of hard-earned experience.

Challenges abound even without the issues posed by inconsistent global definitions.

The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice.

Macro products that trade everything from euros to oil have struggled amid soaring stock valuations and ultra-low interest rates.

After a recent policy switch, many clients at the wirehouse can no longer use balances from their deposit accounts to purchase shares in these funds.

Double-digit gains produced by the mutual funds and ETFs with the most AUM were not enough to best the broader market.

Risky assets outside the U.S. are seeing fresh flows as a potential trade deal with China buoys expectations for global growth.

The discount brokerage sees the move as a way to attract younger, less affluent investors.