Investments

The move echoes a larger effort by Wall Street to boost brokerage revenue as investors flee actively managed funds for cheaper products.

Concerns about medical expenses are sky-high, but there are solutions.

Clients can end up with $1 million in retirement by saving $298 every month and maintain an investment portfolio consisting of stocks, corporate bonds and municipal bonds.

If your investment time frame has been seriously long term, these are the funds that posted the best returns over the long haul.

Investors have started buying gold through ETFs again as holdings rose 0.9 metric tons.

A retirement coach can help clients create a plan on how they can spend their free time more meaningfully.

Effort by the asset management giant is aimed to capture more muni bonds. Plus: Other launches.

The White House has made fiduciary part of investors' vocabulary.

Big investors are motivated by signs the world has finally escaped from the decade of limp economic growth.

The robo adviser says a new free service for clients is attracting interest beyond Silicon Valley.

Matrix Wealth Partners, partly owned by Fuld, will complement Matrix Advisors, a consulting firm that Fuld set up after Lehman's 2008 bankruptcy.

Competition is forcing fund companies to deliver "outperformance to their clients in new and innovative ways," says ACSI Funds CEO Phil Bak.

Investor sentiment is unabashedly high, with option costs falling and money flowing into stocks at an almost unprecedented rate.

Even among the wealthy, a growing number of clients want more digital engagement, says CEO James Gorman.

James Gorman laid out plans for the wealth management unit, which turned in record earnings for the fourth quarter.

While ETF choices are limited, a handful using these securities offer different approaches and capitalization sizes.

16 individuals or teams are nominated in the four-category list.

The latest offering from Kevin O'Leary's O'Shares ETF Investments focuses on dividend-paying companies. Plus: Other launches.

The Financial Stability Board recommended that regulators bolster oversight of exchange-traded, mutual and other funds.