Investments

The average annualized return of the top 20 funds has been nearly 15%.

As sales of LTC insurance plummet, combination products — annuities with LTC riders — are picking up some of the slack, serving as a useful alternative for some clients.

A gauge of developing-market currencies is near its weakest level this year as the Treasury 10-year yield climbed above 3%.

There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.

As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.

J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.

Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.

While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”

Annuities can be qualified or non-qualified and are subject to different tax treatments. There are also estate tax consequences as well as tax penalties to consider.

Data reported by the Investment Company Institute.

Investors slammed the sell button on passive products in February amid the return of volatility that saw a record jump in Wall Street’s fear gauge.

Aside from being some of the strongest overall industry performers, many have helped their peers thrive in a business in which they are a clear minority.

The firm’s investment in Beacon Platform will be used to deliver quantitative research tools to its 240 portfolio managers globally.

Vanguard, Betterment and Fidelity are among the clients of the tech giant's cloud computing platform.

The Elite Eight may be able to provide immediate diversification across more than one asset class.

Alexa von Tobel's startup did many things right, but it was hampered by challenges facing all digital advice providers.

The investment gives the world’s largest asset manager a focus on small-time investors.

They have time on their side, but compounding won’t work if they’re all in cash.

The financial services giant says two locations will be home to a major innovation effort.