Investments

BondNavigator joins a trend of digital tools developed to give advisors better insight into investment products.

One provider aims to test whether or not investors are comfortable with algorithms picking stocks.

Technology will bring down price. Will advisors fight it or embrace it?

The rewrite could affect how these firms value potential buyout targets.

The group hopes to have about 1,000 holders of its new retirement planning designation within three years.

Clients in Asia are among the beneficiaries, gaining the ability to trade U.S. products during their daylight hours.

After years of posting disappointing results, Fidelity's actively managed mutual funds showed signs of improvement in 2017, excluding the flagship Fidelity Magellan.

The fund will track an index based on a Human Rights Campaign Foundation gauge of corporate equality.

A nuanced look at how U.S. equities performed under both presidents relative to historical averages and international markets. The answers weren't what we expected.

The legislation, opposed by most major asset managers, would repeal a requirement that the riskiest funds allow share value fluctuations.

While the stock market remains strong, clients should stress-test their portfolios and ensure that they reflect their risk tolerance levels.

From San Francisco to Dallas, here's a look at the 10 top housing markets where homes sell above the asking price.

Cornerstone Capital founder Erika Karp says sustainable investing can "repair" capitalism and predicts it will become mainstream in the future.

Following the cryptocurrency's recent decline, a new fund will accept virtual coinage for investment in private companies.

The index rose more than 300 points, reaching its highest close ever.

In an industry that’s all relative, sometimes a 14% return puts you near the bottom of the pile.

The software is powered by analytics previously available only to larger institutions.

The fund's preference for cheap companies hurt returns last year but its quantitative strategy and “rock bottom” fees are reasons to consider owning the fund, according to the research firm.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

Brian Moynihan said "it’s just our view that customers should be careful here."