Investments

Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.

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.

Advisers have been warned: SEC's exam guidance to focus on cyber threats and issues involving seniors, leaving little excuse for noncompliance.

Planners act on expectations of pro-business, anti-trade initiatives by the incoming administration.

Daily volume has increased among both ETFs and equities, but the growth hasn't been equal.

The firm said it received a 1% boost to $2.89 billion. Analysts predicted $2.93 billion.

While some experts recommend annuitizing at least 25% of savings to generate guaranteed income in retirement, clients should weigh other options before making a decision.

Nearly half of U.S. clients would switch to tech giants for advisory services, according to a new study.

Technology is getting faster and smarter. Luckily, advisers have a natural-born defense — but first must learn how to use it.

Goldman Sachs has a full suite of services to offer quants after upgrading its technology, according to the partners leading the effort.

The threshold would mark an end to a three-decade bond bull market, according to billionaire bond manager Bill Gross.

The U.S. ranks poorly among 14 developed nations, with U.S. females having the shortest life spans and U.S. males the second shortest.

The fund manager reported $277 billion in new money to its U.S. mutual funds and ETFs last year, while Fidelity and Franklin reported some of the largest outflows.

Even when they have a retirement plan, it is likely to be astronomically more expensive than those offered by large companies.

Envestnet CEO Jud Bergman says experts plus machines deliver better outcomes than experts or machines alone.

Large mutual, pension and hedge funds are chasing better returns in rallying U.S. stock markets thanks to President-elect Donald Trump's pro-growth policies.

From fiduciary to robos to marketing: A close look at advisers’ top concerns and how their budgets have changed year-over-year, from TD Ameritrade’s annual survey.

The 401(k) and IRA rollover business is going through its own phase of disruption.

Silicon Valley-based Addepar says it is in talks with other wirehouses for use of its software, too.