Investments

Data reported by the Investment Company Institute.

Research traditionally funded by asset managers through soft-dollar trading commissions now requires added transparency.

Women still only account for one-in-nine positions — but clients may benefit from diversity, according to a Morningstar study.

“For progress, we need to make people just the right amount of uncomfortable," says Erika Karp of Cornerstone Capital Group.

One fund’s strategy this week amounted to almost 48% of its average daily turnover during the past 90 days.

Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many people will get even less. The question is: how much less?

Let’s face it, portfolio management will never be free.

Trump’s call for tariffs on steel and aluminum imports, and subsequent worries of a trade war, have recently taken a toll on emerging markets investments.

RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.

The firm launched an asset management unit to manage the product, providing access to the estimated $450 billion digital currency market.

Asset managers already allocated $11 billion to developing new funds to comply with the requirement.

Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.

Traditional wisdom says that bonds and stocks complement each other, but this is not always the case, especially when a reduction in valuations occurs.

The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.

Riding a wave of funding, smaller fintechs are looking to grab larger influxes of cash.

Following criticism for its faulty 2016 election algorithms, the firm appointed a new research director to collaborate with its quants and money managers.

The second-largest independent broker-dealer overcharged nearly 1,800 retail retirement accounts, the regulator says.

The research found that claimants were not told they could take widow or widower's benefits while delaying their own retirement benefits, which would allow those checks to increase.