Investments

Speculation grows that any retailer with a robust e-commerce platform, physical ubiquity, brand awareness and trust could become a wealth management player.

The firm seeks to diversify investment risk for clients by combining six internally managed liquid alternative strategies. Plus; other launches.

The wealth management industry loves a good abbreviation. Here's a way to help master the jargon.

The fund took in 100 times its average weekly amount after the latest jobs and wage data showed tepid inflation growth.

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.