Investments

Martin Gilbert helped build Aberdeen Asset Management through dozens of acquisitions starting in the early 1980s.

With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.

Closed-end funds can allow all clients — not just HNW ones — to invest in alternatives

A patented structure allows ETFs to report once a quarter in an effort to protect their intellectual property.

Wild price swings that have exceeded double-digit percentages in a single day have spurred the regulator to keep a close eye on volatility.

It's the latest move in the race to offer products at the lowest possible prices.

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.

Among funds impacted so far, the Invesco China Technology ETF fell 2.8%, while the KraneShares CSI China Internet Fund lost 3.8%.

An online audience clamors to hear about cash withdrawals and weekly budget numbers delivered in a unique way. But what do wealth management pros think?

Funds of funds, pensions, consultants, family offices and endowments have pulled $16.4 billion from generalist long-short equity funds this year.

Plans can quickly deteriorate as a result of poor planning and inaccurate assumptions about the future.

The regulator says it eliminated the need for providers to seek a special order from the agency before funds can be sold to investors.

Under the proposed structure, the funds will conceal a portion of their assets and instead publish a list of securities that’s highly correlated to the performance of the portfolio.

The potential move would follow Vanguard's pilot run of a new digital-only platform tailored to retail clients.

Deviation from the broader market has left more than half of these products with losses during a time the Dow and S&P 500 each posted double-digit gains.

Cash flow has subsided and market conditions have changed since the fund was closed to most new accounts in 2016.

Gurinder Ahluwalia, CEO of 280 CapMarkets, outlines new bond-trading infrastructure for wealth management, along with his argument for why fears of PE capital are unfounded.

The five-month-old fund from Tabula Investment Management just became one of the largest of its kind after taking in $68 million last week.

Asset managers and traders who stand to gain bought credit default swaps in the 178-year-old company.