Investments

In a fiduciary world, well-designed digital advice will outperform humans, argues a UPenn legal expert.

Prudential’s asset management unit is taking a different approach as firms like Vanguard are forcing industrywide retrenchment.

The new offering is intended to offer passive index and ETFs that track markets as well as active.

Investors are fleeing debt-riddled companies amid the anticipation of rising rates and growing corporate leverage.

The outflows have rekindled a popular concern that the funds could portend the start of a liquidity crunch.

The challenges of new regulations may actually allow independent firms to grow and thrive—particularly those which embrace these four advice-centric features.

The exploding popularity of quants has created a gold rush for fund developers.

Small-caps carry risk, but they don’t have to be expensive too. Here are 20 with the best returns over the past five years and the lowest expense ratios.

June, July, and August are projected to reach new highs, generating more than $100 billion of proceeds from called and maturing bonds.

"We're not going to proscribe any way for clients to access us," says Mark Jordahl, president of U.S. Bank's wealth management group.

Executives think algorithmic assistants will be a better solution for wealthy clients than mere software allocating assets for the masses.

Disruption of financial services is not a one-time event. Innovation is shaping everything from consumer behavior and advisers' needs to regulatory requirements.

Low-cost passive index funds and sticking to an asset allocation plan even during a market downturn overcame some common pitfalls.

For ultrawealthy clients who own property, an adviser's starting point should be an irrevocable trust. But you can't stop there.

A tweak in accounting guidelines the firm helped to modify is expected to make the funds cheaper and easier to own.

Retirement investors are better off owning an all-value equity portfolio than a combination of growth and value stocks, data shows.

Trend-following investors have been slow to the low volatility pool as analysts warn its advance may be unsustainable.

The series of deals leading to a $20 billion investment in an upcoming infrastructure fund managed by the firm raise concerns about conflicts of interest.

The wirehouse and other firms aim to cultivate a new crop of tech-savvy FAs.