Investments

Despite having “exaggerated” merits, most strategic-beta ETPs outperformed their replicating portfolios, according to Morningstar.

The industry is generally skeptical of automated advice platform growth projections, which PwC sets at $800 billion over the next five years.

The firm wants to adopt a new benchmark that would add specialty REITs to the mix.

When measured against a standard of care for best interest advice, digital wealth managers fall short, attorney Melanie Fein argues.

Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.

The firm plans to charge nine basis points for exposure to a basket of large-cap stocks, lower than any other comparable offering.

Life after work is much more complicated now than the industry assumes it to be, says former HelloWallet founder Matt Fellowes.

Clients under 35 are the only age group with a negative savings rate. These tools can help them prepare.

The analytics provider claims to serve more than 2,000 clients, including 92% of the top asset managers.

Outperformance helps the sin industries be profitable, the Journal of Portfolio Management authors found.

To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.

Some advisers prefer to allot a small pool of money to 'play' with

Integrating the strategy into portfolios has become one way clients and institutions strive make a difference.

Advocates call for the commission to address investor confusion.

The average retirement age is 61, with only 4% of seniors working until the age of 70 or older, according to a Gallup survey.

Be it retirement, college saving or planning for emergencies, goals should drive the investments.

Sept. 11: Managers have been told to prepare for spending more on research and trading services they get from banks.

The pension fund wants to outsource some or all of its $26.2 billion in private equity investments with the money manager, people close to the matter said.

Data reported by the Investment Company Institute.