Investments

Although bigger may be better for the fund giants, passive strategies may be blurring the inherent value of securities.

The brokerage firm says reimbursements will be evaluated on a “case-by-case basis.”

A collaboration with Lincoln has yielded 30 platform enhancements for advisors, with more to follow.

Data reported by the Investment Company Institute.

Dec. 4: The asset management and wealth management space posted 35 deals worth $2.4 billion in total activity in the third quarter.

The estimated $490 million deal is a part of a push from Nippon Life to expand its asset management operations.

A good software tool can be hard to find. Our annual Tech Survey can help.

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

Retirees should remain invested in stocks even if they have to scale back their exposure to this investment type, experts say.

The Stock Protection Fund is intended to help clients in very specific circumstances.

Improved prospects for tax legislation propelled the latest boost in equities.

"I was making money hand-over-fist, and I couldn’t sleep," says Dave Grant of his brief dally in the cryptocurrency.

These eye-popping returns didn’t come cheap. Expense ratios averaged more than 1% and went as high as 158 basis points.

Variable products suffered their worst quarter in two decades, while fixed contracts also declined.

A new body of research suggests an ideal retirement-planning approach may exist — but buyer beware.

The firm would not comment on the cause.