Investments

The $11 billion hedge fund is accused of operating like a “boys’ club” where women were paid less than their male counterparts.

Clients invested in bond funds may soon be in for a rude awakening. Here’s how advisors can explain the risk.

A federal court has struck down the rule and the industry’s top online advice executives are speaking out.

The agency is using alternatives to enforcement actions such as targeted exams, deficiency letters and a self-reporting initiative.

Retirement investors who want to buy bitcoins in a self-directed IRA should ensure they are in control of their own private key.

Quality is a nebulous assessment and can change over the years — remember Sears? — but appears to portend outperformance using most companies’ measures.

The S&P 500 has been on a tear, but there are always outperformers — see who bested the competition.

Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.

The bank’s asset management unit has approached ETF Securities and Global X in an effort to expand its lineup.

In a bull market's later stages, some types of investments work better than others. Find out which ones they are.

A tech-savvy Generation X is poised to become a practice's most valuable clientele. But slick apps and interfaces aren't enough to attract this group of investors.

Engagement with companies beyond the firearms industry is a better solution, Calvert Research says.

Funds that experienced poor performance and registered investment companies with little management experience are among those that may be under scrutiny.

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

Rapidly shifting economic conditions, a new tax law and fee pressure are among the challenges in the year ahead.

Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.

The firm is leveling the playing field on fees for a fair fight between stock pickers and smart beta bots.

Rapidly shifting economic conditions, a new tax law and the preponderance of low-cost passive products are just some of the obstacles in the year ahead.

Banks have nothing but upside potential in front of them with robos as part of their offering — as long as they act soon and do everything right.