Investments

Investment head Tim Buckley will succeed Bill McNabb, who led efforts that more than tripled the firm’s assets since taking over as CEO in 2008.

Here are ways to help your high-net-worth clientele invest in exotic categories safely and wisely.

Actively managed mutual funds and ETFs that own domestic stocks experienced $98.5 billion in net redemptions in the first six months of 2017, according to Morningstar.

Tim Buckley will become the money manager’s fourth CEO since it was founded in 1975.

Employers should be encouraged to provide their workers affordable, simplified long-term care insurance for employees age 45 and older, says report from the Bipartisan Policy Center.

Naureen Hassan says tools in development will make advisers "faster and smarter" in serving clients.

For those worried that high valuations guarantee trouble in the markets, data shows pricey equities can get even pricier.

Fundamental indexing is drawing more scrutiny, and greater concern about how these indexes are assembled.

Real estate can be a good investment because historical data show that increases in rental rates outpace inflation, but there are caveats for clients to consider.

If these ratios increase along with stock prices, how high is too high?

The deciding factor might be ruthlessness.

Digital advice can help bank customers engage in a range of financial decisions that go beyond retirement planning and wealth management.

The firm is adjusting to more investors opting for low-cost funds over active management.

Aside from stocks, strong and consistent trends have been hard to come by this year.

Nearly $500 billion of funds held by millennials is up for grabs.

Tech tools can make planning more efficient and show the value of the service, experts say.

Those unwilling to embrace technology will be left behind, wealth management leaders warn.

"Everything people thought was cool in 2014 is table stakes in 2017," said Kendra Thompson, head of Accenture’s global wealth management practice.

The once dubbed masters of the universe have barely made money this year and once again, their returns pale next to those of cheaper index funds.

Prices that reached an almost seven-month high in June have now dropped for five straight weeks, the longest slump this year.