Investments

Three stocks could be on their way to long-term dividend growth.

The world’s largest asset manager is investing in technology in part to diversify revenue as investor money flows into passive.

The Equifax hack has prompted the Trump administration to look at ways to establish a safer technology to replace the existing Social Security number.

Frequent buying and selling increases expenses and taxes — are these solid three-year returns worth it?

Stockholders had alleged “false and misleading” financial statements.

Jay Shah says digital platforms will be judged on the quality of advisors they keep.

There is an uphill slog for independents as the largest firms gear up for a price war on three fronts: financial advice, online trading and ETFs.

BNY Mellon, DST Systems and State Street are among the firms recognized for their excellence and operational achievements.

Investing is far from simple once all the relevant aspects are considered – such as distribution and taxes. Advisor and retirement coach Holly Kylen discusses how advisors can educate and simplify the complex.

The firm uses academic research for specific guideposts on its way to serving clients and advisors.

When the markets post 10% returns, everyone feels great. So why do investors only glean a small portion of those gains?

Advisors are offered new automated tools to help clients manage a life after work.

The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.

Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.

The new platform offers the convenience of a brokerage account without incurring any of the fees that go with it, the companies say.

In light of the strength of the economy and the banks, does it make sense for advisors and their clients to avoid financials when looking at dividend-paying stocks?

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

The findings come as asset management firms are threatened by digital tools.

Non-traditional asset classes include structured credit, reinsurance and alternative lending.

Data reported by the Investment Company Institute.