Investments

Investors want more clarity and better options when it comes to fees.

July 31: Being a good judge of character is a central ingredient, the co-founder of LM Capital says.

Data reported by the Investment Company Institute.

CEO Dan Arnold said advisers’ uncertainty about the fiduciary rule is waning.

The firm is pushing into Europe and Asia-Pacific, but rolling back on the products that brought 75% of its assets in favor of actively managed funds.

For clients looking for investment income, these funds excelled in the first half of 2017.

Outlook for faster growth is supporting developing-nation bonds despite the increase in U.S. and European rates over the past year.

The digital firm is opening up a new avenue of advice that could be a model for an industry grappling with the challenge of scaling for smaller accounts.

Widespread passive financial data and microadvice are creating the circumstances for a new wave of innovative products.

The founder of HelloWallet shares tips on staying competitive online.

The $814 billion Beijing-based investment firm has more than a third of its portfolio in alternative assets.

There are a number of issues the industry must address ahead of an imminent digital-first market, an expert warns.

Investors pulled $2.1 billion from domestic mutual funds and ETFs in the week ending July 12.

A net 80% of investors think America is the most overvalued region, analysts say.

Energy was likely a “headwind,” analysts wrote.

July 24: The world’s largest independent broker-dealer has launched a new mutual fund platform to adhere to the rule.

Data reported by the Investment Company Institute.

The leading independent robo adviser added another $70 million in funding.

The manager says his research into one of the natural world’s most byzantine systems has helped to better understand the financial markets.