Investments

Despite their high fees and double-digit returns, nearly all have even outperformed themselves so far this year.

Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”

Worries about the proliferation of new funds were high at the first Bogleheads conference without the company’s former leader.

The move comes amid years of mediocre returns posted by hedge funds, prompting investors to pull money and demand lower fees.

Many lenders have started to scale back as the fund industry copes with reduced demand for research following MiFID II.

While many workers don’t have access to pension plans, annuities can provide a source of guaranteed retirement income and address longevity risks.

A once-popular loan used to finance home renovations and college tuition is slowly dying, slashing a lucrative source of revenue for the nation’s largest banks.

Given that almost one-third of leveraged loans are just a downgrade away from triple-C, even a modest slowdown could create a snowball effect of sorts.

Without a rollover, they can experience “untold impact to their plan for securing retirement," an expert says.

The downside for their clients, however, is it may obscure just how much credit risk they’re exposing themselves to.

Strategies may include building out RIA channels and cash sweep programs in efforts to make up for revenue declines.

A successful financial plan is contingent on the success of the whole family, according to an expert.

The NHL team owner and famed asset manager’s challenges illustrates how the appetite for hedge funds has changed since he first got into the business.

The $10.1 billion fund’s star manager, well known for his contrarian investments, held on to a short position against U.S. Treasurys even as bonds rallied.

The top 20 nearly doubled their gains over the last year, data show.

The policy shift affects the wirehouse’s separately managed accounts.

SigFig reportedly lays off a percentage of its workforce, while a former Fidelity marketing chief joins Personal Capital.

Data reported by the Investment Company Institute.

More than $1 trillion is invested in bond ETFs, with trading leaping 41% in 2018 from a year earlier, according to research.

By slashing fees, custodians are also eliminating special ETF platforms they had spent the past five years building out.