Investments

Concentrate on the factors that you and your clients can control.

Investors in his $1.4 billion closed-end offering saw huge gains as a result of stellar performance from his $88.9 billion Income Fund.

The hybrid firm stated it now has $4.9 billion in AUM, with $1.4 billion gained this year alone.

A new industry snapshot highlights record firm count and AUM, while continuing steep client growth fueled in considerable part by the rise of robos.

The IBD spent $77 million on technology upgrades in 2016.

Many firms are finding new ways to incorporate computer models and data science into their research.

The smart-beta offerings each have an international focus.

Advisers have turned into the new active investment managers.

Dan Arnold says behavioral management, automation and portfolio and planning services need to be combined to win future clients.

The firm has been building its passive business as investors dump active products.

Active management supplemented by local knowledge cannot be easily manufactured or automated, an expert says.

Clients should be especially mindful of market movements during the "fragile decade," the span beginning five years before retirement until five years after retirement.

Yes, advisers can invest these funds in nontraditional assets, but you must understand the risks before giving clients the OK.

The agency says its adoption of WebEx will allow for improved outreach with clients in the more rural regions of the country.

The microinvesting site, which now has over 2 million accounts, allied itself with Clarity Money.

The purchase is a part of a growing effort to provide investors with information about the eco-friendliness of their portfolios.

Fidelity already has a private fund in China, and BlackRock plans to launch one as well.

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.