Investments

The New York-based firm has secured over $62 million in equity funding since its founding in 2014.

“Just like equities, last year was a volatile year and the fourth quarter of 2018 did a number on the returns of risk assets,” an expert says.

In the last five years, the universe of sustainable funds has increased almost 70% to $760 billion in European and U.S. mutual funds and ETFs.

Frequent communications with clients, candor and reassurance will increase a firm’s credibility and attract new business.

The regulator is going back to some of the firms that voluntarily settled, requesting information on revenue sharing.

The drop in wealth was equivalent to the GDP of Italy.

While a broad-market stock ETF generates fees of as little as 20 cents for every $1,000 invested, AI products range from $1.80 to $8.

Despite the weakest one-year performance, these funds had double-digit annualized returns the past three years.

After expanding into a $7 trillion industry, index funds are facing slower asset growth and declining fee revenue.

Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.

Harassment, belittling, defamation and crass comments plague advisors in the online public eye.

The $3 billion-plus RIA seeking scale via acquisitions.

The deal to add ready-made packages of funds to the firm’s asset management arm is expected to close in the first half of the year.

Outperformance has been driven in part by a push among investors to cut their tax bills after new limits were set on state and local deductions.

Evidence-based portfolios have been a bust over the last decade, and they may become a tough sell for the average investor.

The products have already attracted $1.3 billion in new assets this year, more than half what they took in during 2018.

The products invest in private equity, hedge funds and real estate for the bank’s wealth management arm.

The sector has seen an inflow surge in recent months as Treasury yields continue to fall.

It’s not just clients in high-tax states buying up muni bonds.

Alternative asset managers are under pressure to broaden their offerings as institutional investors seek to make big allocations to fewer firms.