Investments

Caution is key across global markets as investors try to gauge whether the selloff is a harbinger or a blip.

Nuveen has pared allocations to non-U.S. developed market equities, while JPMorgan is dialing back global stocks positions in favor of U.S. shares.

As digital advice blends with traditional human services, firms are looking to expand into technology hubs around the country.

Volatility isn’t rare — it’s more often the norm. While advisors know this instinctively, clients often don’t, so volatility catches them off guard.

Think you’ve already optimized client portfolios? Think again.

For potential landlords, owning rental property can sometimes be managed from a laptop or even a phone.

Data reported by the Investment Company Institute.

Investors flocked to ultra-short bond funds as few are willing to bet against persistent rising rates.

Amid a polarized climate, one firm is giving some clients what they've asked for.

Stellar U.S. economic data, hawkish monetary expectations and strong commodity prices have pushed 10-year and 30-year Treasurys to breakout range.

The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.

The mutual fund giant's head of wealth management technology says there's a way to improve how financial planning tools work together.

The crash of 2008 was intense but, in hindsight, short-lived. Market gains began a few months afterward and have continued with few exceptions.

The saga shows the ups and downs of partnerships between massive incumbents and nimble startups.

A new fund awaiting SEC approval seeks “to address the concerns of vegans, animal lovers and environmentalists.”

The firm is set to formally begin raising a new fund dedicated to this practice imminently, according to people familiar with the matter.

Certain clients may consider donating directly from their IRAs.

Trying to time the market is a “fool’s game,” but preparing for a possible downturn as retirement approaches can be a smart move.

Dick Lampen says the SEC charges against Dr. Phillip Frost, the firm’s primary shareholder, won’t affect its “significant” other resources.