Investments

Shannon Saccocia has learned a thing or two about how to prepare. The first female CIO of Boston Private also discusses how financial advisors can remain relevant amid the ongoing shift to passive investing.

Over 40% of the fund’s portfolio is invested in the online retailer and global e-commerce behemoth Alibaba.

Here’s what the two seemingly contradictory trends mean for advisors.

Many retirement investors are including target-date funds in their 401(k) plans, but this strategy may not be a smart move.

The funds raked in a combined $840 million last week despite competitive hurdles banks typically face going up against money managers’ core products.

Certain clients will have to take a taxable distribution from the account every year.

The new competition asks innovators to take client experience to the next level.

The industry is imagining more vibrant, more agile and more inclusive processes that deliver results, says Confluence CEO Mark Evans.

This is a hot topic everywhere in corporate America except client portfolios. That might change soon.

The closure could signal that remaining retail players are short on patience for neutered products.

Data reported by the Investment Company Institute.

Rapid developments in financial technology are among the industry’s top operational challenges, asset managers say.

Inflows have persisted since the infamous “volpocalypse” in early February.

Bradley Leimer, Moderator, Managing Director and Head of Fintech Strategy Explorer Advisory & Capital, Dann Bibas, CEO, Fountain, Deborah Owens, CEO, WealthyU, Saad Zariff, Vice President of North America, Wahed Invest LLC.

Hedgeable's decision to cease operating its automated investing platform may say more about the state of fintech funding than the robo business model, an industry observer says.

Bryan Mullin, CFA, Head, Alternative Investments, RBC Wealth Management, James Waldinger, CEO, Artivest

ESG goes mainstream

Morgan Stanley’s advisors are already helping clients deal with emotional issues. What if AI could help out?

Passive funds attracted new cash even if their returns were negative.