Investments

The $55 billion of new cash last week from global investors was the most since 2013.

About 41% of households prefer a mix of human and digital advice.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

There’s only so many ways to mine this strategy and make money.

Even profitable bond managers will have to up their game to remain relevant because in many cases investors have better options.

The holdings demonstrate “resiliency over several credit cycles, with low realized principal losses and robust returns for CLO equity,” managers say.

BlackRock, the world’s largest provider of ETFs, sees fixed income as a growth driver for indexed products.

Amid rising rates, should advisors maintain stability in portfolios or go for higher yields?

The quant crowd is justifiably concerned by the lack of objective statistics available.

As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.

Most big banks are launching robo advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.

About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”

While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.

The new platform aims to scoop up mass-market clients with just $5,000 in investable assets.

In the past, both asset classes served as sources of capital appreciation and income.

A fund weighted against brick-and-mortar businesses dropped 13% while the industry’s largest retail product tripled the return of the broader benchmark.

Clients should not only check the fees, but also compare their after-tax returns.

As interest rates rise at home, advisors should consider adding foreign bond investments.

These portfolios look poised to shrug off their recent underperformance.

Rates rising and falling? This strategy works either way.