Investments

Oct. 2: Honorees in NICSA's NOVA Awards are recognized for their attention to cost reduction and implementation of smarter technology.

Most of the firm’s reticence has come down to a marketing debate.

The firm’s 20-basis-point take will drop, says CEO Walt Bettinger.

Advisors must show how to consider the total cost of ownership.

These investments offered better returns than the broader fixed-income world in recent years, but the risk/reward equation leans heavier on risk.

27 firms have signed on to the standard, but state regulators and industry groups are pushing for more.

A look at an 18-year period shows which is the better approach.

The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.

The options include indexes encompassing domestic, global and country-specific stocks.

The Ariel Investments president is an advocate for the increasing the number of women and minorities in boardrooms.

Millennials want mobile-first digital advice, and will invest millions on such platforms.

Are you taking full advantage of the tools at your disposal? Advisors share insights about approaches.

One guideline to remember is that retirees should continue being invested in stocks, which produce high returns and pay dividends.

Asset managers are still guessing how clean shares will fare under the new regulation.

While the SEC does its due diligence into the new European rules, some of the world’s largest money managers have started to make independent decisions.

Some investments are harder to advise on than others — think of rare coins and art — but advisors can distinguish themselves.

The company is evaluating ways to package both its quantitative and active strategies into the funds, according to a person familiar with the matter.

The case marks the second one this month involving the newly acquired IBD.

Here’s how advisors are replacing traditional methods.

Smart beta and other factor investing often leads to more complexity than necessary.