Investments

The Betterment chief dishes on why flat fees may just be a “thing of the moment.”

The last time SPY saw inflows of this magnitude U.S. stocks were on the cusp of a bear market in late 2018.

With flat housing prices and low mortgage rates, now may be an ideal time to buy.

The regulator is on high alert as more than 10% of new launches last year targeted a theme.

Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?

The asset manager’s share price fell 24% in 2018 while institutions have pulled money from its investment products for three straight quarters.

The new funds mark the startup’s latest foray into traditional wealth management.

Procure Holdings’ intergalactic foray is part of a broader industrywide push into so-called thematic funds.

Grandparents are advised to give cash gifts without putting their future financial security at risk.

Retirees who use a smaller withdrawal rate may amass significant excess wealth. That can mean trouble for advisors.

More than 100 equity and fixed-income funds will be integrated directly into the firm’s advisor platform.

Last year's performance suggests the upstarts may have an Achilles' heel.

The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.

Nick Maroutsos’ vision for JUCTX, which lost over half of its assets when the ex-bond king pulled out, is far different from the unconstrained strategy.

Advisors who once oversaw portfolios for clients anxious to save a dollar now work more frequently with investors saving to see the world.