Investments

Activists could gain more clout as stock ownership is concentrated among fewer owners, with funds shifting to indexed strategies, the firm suggests.

Who’s responsible for a digital problem caused by a third-party program? Not the vendor.

The firm's latest offering provides access to international equity markets. Plus: Other launches.

Gold futures may see their first monthly gain since September as worries over President Donald Trump's trade policy outweighs the threat of rate hikes.

Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.

Planners will have control over the service, which will not be available directly to clients, according to the firm.

Leaders in domestic stock, international stock, fixed income, and allocation and alternatives funds are recognized for standout performance.

November's election results sent the Bloomberg Barclays U.S. Aggregate Bond index, which Ford O'Neil's fund tracks, to its biggest monthly loss since 2004.

Finding that investment unicorn is growing increasingly difficult — precisely because advisers have fewer advantages over one another, Michael Kitces says. But there’s a way to finesse it.

The firm's latest offering provides access to international equity markets. Plus: Other launches.

Leaders in domestic stock, international stock, fixed income, and allocation and alternatives funds are recognized for standout performance.

The fiduciary rule is just one of the pressures affecting the fund industry, which is why disruption is the theme of the organization's annual Strategic Leadership Forum.

Fund managers reflect on both the bear and bull eras, political and market forces from Richard Nixon's price controls and the financial crisis.

This massive outflow points to the use by institutional investors, which had in the past tended to gravitate toward similar products.

With Brexit and the presidential elections sending stocks into the biggest tailspins since the flash crash, almost everyone lost their nerve at some point. But investors who didn’t flinch are reaping the rewards.

A revenue boost for the firm's asset-management unit is key and could play a role in raising capital that's been eroded by misconduct charges.

Firms seeking to adapt need to keep these four points in mind.

Valuations are high from a fundamental perspective, but increasing consumer confidence has historically pushed them even higher.

Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.

Firms like the Denver-based money manager that run actively managed strategies have been losing to competitors offering lower-cost mutual funds and ETFs.