Investments

BMO Wealth Management aims to modernize its investment service and give planners better equipment. Others offering automated advice solutions include UBS, Wells Fargo and JPMorgan.

Direct ownership has dropped by $103 billion year over year — and by more than $300 billion since 2010.

Debt is back on the rise, this time led by government.

The continued ascendancy of low-cost passive funds puts pressure on compensation overall, particularly in active management.

Planners have a natural incentive to be narrow-minded when it comes to investment opportunities. Sometimes it’s better to look for reasons to selectively say yes.

“It’s bad when this happens on a Friday, because then people get freaked out over the weekend.”

Data reported by the Investment Company Institute.

Compensation levels rose approximately 7% last year despite mounting industry challenges.

The new data will allow retail investors to better compare active and passive funds.

The money manager is also offering pension and 401(k) plans that exclude firearms from employee retirement programs.

See what the Social Security Administration considers part of the "5 things every woman should know" about the program.

The offering will either directly lend to businesses or invest in the credit of companies facing distress.

Are the recent declines in tech just some high-flying stocks coming back to earth, or a turning point for the sector?

The $5.7 billion fund slumped 2.6% in premarket trading after finding itself in the crosshairs of tit-for-tat tariffs between the U.S. and China.

Bill Capuzzi has had a first-hand view of wealth management’s disruption. He details the key innovations winners will bring to the industry.

Short sellers tend to go against the tide, making investments based on a belief that a stock is going to tank. These 10 banks have drawn the greatest amount of short-interest activity recently.

The convertible bond ETF has its heaviest weighting in the semiconductor industry.

Advisors who should self-report a violation — but don’t — could face enforcement actions.

The broker misappropriated his clients’ investment money for rent, credit card bills and other personal uses, investigators say.

The money manager has been shorting a group of technology stocks, which he’s described as a “bubble basket.”