Investments

Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

The firm has shed fund holdings in defensive sectors such as health care and consumer staples.

The firm’s complicated relationship with these fees is indicative of the industry’s overall struggle to find a balance between appropriate compensation and transparency.

The new digital products are a significant opportunity for the bank, experts say.

The average expense ratio among the leading 20 is nearly 40 basis points cheaper than what investors paid on average last year.

Although first written off by industry experts, independent digital-first firms now hold billions in assets.

Outstanding options riding the world’s most heavily traded government debt product are near the highest level this year.

For clients’ portfolios that need international diversity, these funds focus on the region.

The math wizards of the investment world are hoping to disrupt the established giants of the trillion-dollar credit market.

Clients won't be taxed as the result of a deal if they hold the shares in ETFs or index mutual funds.

New products give institutional investors a fresh way to exploit the rise of machines.

The firm is snapping up five- and 10-year notes as it predicts slowing inflation and trade tensions will push the Fed to lower its benchmark 75 basis points.

An unprecedented 58 funds were closed in the six months through June, marking the industry’s worst-ever start to a year.

The custodial bank says it has reimbursed the affected clients with interest.

Ukraine, Nigeria and Kazakhstan offer opportunities because local developments dominate the direction of their markets, the M&G fund manager said.

Many relatively straightforward products have boosted their holdings of lower-rated bonds and emerging markets to juice returns.

Real estate, communications, utilities and consumer staples funds have seen the most appetite, with every other sector experiencing outflows.

Defined-maturity funds offer traditional fixed-income interest payments.

A client's retirement savings depends on four key factors, says the leading RIA executive.