Investments

Those that shorted the market suffered “steep losses,” while market-neutral products posted “modest gains.”

Financed by their personal savings, the team behind the machine-learning fund have harnessed their engineering acumen to invest in developed markets.

A quarter of wealthy investors' average assets are currently in cash, according to a new survey.

The metal’s price has dipped from its high in September amid a raft of good news that has boosted investors’ risk appetite.

Buyout amounts are high right now, but there are many other factors to consider when guiding your client to the right choice.

Asset managers who flocked to safety in utilities and dividend stocks at the end of 2018 have seen their pain compounded by the latest risk-on rally.

The products provide advantages that “help women build savings faster: tax deferral and generally higher rates than CDs or Treasurys,” an expert says.

The technology is poised to upend the industry. Advisors are still waiting.

Data reported by the Investment Company Institute.

The SEC's recently passed ETF modernization rule is just one regulatory change industry leaders expect will impact asset management in the years ahead.

Why the explosive growth of taxable munis could be sustainable

The Wall Street giant has built an automated advice platform and is considering how to release it to the mass affluent market.

With an average gain of nearly 40%, the following mutual funds and ETFs are narrowly invested in the most attractive segments of the market.

Opportunities to win UHNW clients abound, but so do challenges, experts tell advisors at the Schwab Impact conference.

While technology has expanded the toolkit for advisors, some still struggle to differentiate their offerings.

The changes follow the firm’s recent move to cut some client fees on separately managed accounts.

As the sector grows to over $30 trillion in Europe, North America, Japan, Australia and New Zealand, one popular approach consists of excluding offenders.

A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.

The large number of closures in equities and “other” categories could not be offset by new additions, Index Industry Association research shows.