Investments

Revisiting his predictions from 2017, he doubles down on the importance of firms adapting to embrace industry trends — and offers some new forecasts.

Advisors will find the lowest, near-zero fund. Do they read the fine print?

More than 25% of the products were sold with shorter or static maturities in the first quarter, compared with only 10% for the same period last year.

The losers “offer exposure to extremely narrow and volatile segments of the market,” an expert says.

The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.

“When we think about these offerings, there are no hard lines that are drawn here,” said Merrill Lynch boss Andy Sieg.

But the new rules may be a boon for some fintech firms.

Fee pressure and improvements in data and analytics are among the leading issues the industry faces today, executives say.

The barriers for firms to enter into multiple financial services has dropped significantly and digital advisory firms are taking advantage.

A Financial Action Task Force note on digital asset oversight is “one of the biggest threats to crypto today,” a research executive said.

The rule can only be effective if the investing public accurately understands its implications, says the firms’ chief platform officer.

Each of these funds has its own way of adding high-octane assets into clients' portfolios.

Bonds were sold to build a development with a water park and Venice-style bridges. Now a Florida community is going bankrupt.

Worries over weak U.S. data, the impact of President Trump’s multi-front trade war and the interest rate outlook has whipsawed investors in recent weeks.

Players on both sides of the fence are being forced to rethink past practices.

Following two recent mega-mergers in the bullion space, the fight to secure dominance is intensifying.

The firm is “looking to aggressively compete” by lowering and simplifying the fees on its advisory platforms, a top executive says.

The firm expects shareholders will save an estimated $3.2 million, annually.

The firm plans to focus on raising money for products that lock up capital for several years, according to people with knowledge of the matter.

Executives say the race to zero in fund fees and improvements in data and analytics are among the top issues impacting asset management.