Investments

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.

Eleven of the 14 dividend-focused ETFs in existence 10 years ago beat a plain vanilla index fund.

Fourth-quarter volatility wrought negative year-over-year results for two-thirds of firms in J.D. Power’s annual survey.

The increased scrutiny focuses on the algorithms at the heart of automated investment decisions.

Home to more than $249 billion, these funds have expense ratios more than 20 basis points higher than the industry average.

From New York to Seattle, here's a look at cities with the best client purchasing power for the competitive spring home sales market.

Salt Financial plans to spend as much as $50,000 to woo buyers into its new low-volatility stock fund.

An example of outdated industry practices, says the chief product officer, is how some brokers still need a canceled check from a client to transfer money.

New regulated products from the company will cover the full crypto spectrum, its CEO says.

The RIA divisions of Raymond James and RBC are also among the companies that self-reported.

Seniors will face a 20% penalty on top of income taxes if they withdraw funds from a health savings account for non-medical expenses before the age of 65.

With help from automated investing platform Motif, five new funds aimed at innovative fields have launched.