Investments

The famed investor recommends 90% large-cap U.S. stock and 10% short-term government bonds. Is it a crazy idea?

Issuers are creating multi-factor funds that offer exposure to several return-enhancing characteristics.

Annuities with guaranteed lifetime withdrawal benefits tout longevity protection, but naysayers warn of added complexity on an already confusing instrument.

After 30 years and a monster merger with Financial Engines, the firm is doubling down on its AUM fee structure.

Forward-looking firms are implementing digital advice offerings that can take them beyond allocating to a model portfolio.

A flashback to reactions from policymakers and financial titans in 2006 and 2007 highlights recent skepticism that inversions signal recession.

The wealth manager recently introduced monthly fees. But, it's not for everyone.

Part of the risk in any pivot to private equity is whether it would be essentially pawning what has been until recently a diamond of a business model.

The asset manager is shifting more responsibility to regional leaders.

Advisors need to be willing to take a financial hit for clients

The firm's partnership with software issuer BondLink aims to expand access to aggregated issuer data.

Name changes are coming to 94 of the firm’s long-term mutual funds.

By scrapping the $100,000 requirement, the asset allocation tool becomes accessible to all of the firm's clients.

The firm plans a 0.2% to 0.5% allocation to the products in its global and international fixed-income index portfolios.

Its premium offering will switch from an asset-based fee to a $30 monthly subscription.

As an alternative to placing restrictions on lump sum withdrawals, clients could provide retirees more distribution flexibility.

Growing fixed products, along with new fee-only offerings, are changing the shelf and the carrier rankings.

Data reported by the Investment Company Institute.

Direxion’s Rob Nestor and David Mazza weigh in on hiring and compensation strategies, ETF space developments and the rise of robos.

The question may not be if tech giants will become a force in wealth management — but what can possibly stop them?