Investments

Lately the results haven’t been keeping up with the enthusiasm.

Researchers suggest shifting away from total shareholder return as a method of ascertaining directors' performance.

While quants represent just a fraction of BlackRock's assets under management, the losses are a setback for CEO Laurence D. Fink.

That's just one solution among several that will help prepare your firm for success now and in the future, columnist Bob Veres says.

Exclusive: Advice Period, the newest RIA platform model, offers star power and IBD qualities. Is it enough?

The biggest product in that category suffered over $161 million in outflows on Wednesday; its largest one-day withdrawal on record.

One of the major aims of asset allocation is to craft a portfolio with ingredients that don’t all behave in exactly the same way to protect against all assets heading south at the same time. But, of course, that downside protection can be a double-edged sword.

Advisers will create strategies and communicate the advice. Software will handle the execution and maintenance of the strategies.

Liquidations and delistings reached 98 in 2016, an all-time high.

Liquidations and delistings reached 98 in 2016, an all-time high.

While the bulk of the money flowed into products that track indexes, more than $50 billion was absorbed by active funds.

These popular choices for asset allocation also have a history of solid performance.

Here's how clients can get around income limits and continue making contributions. Plus, tips for updating a client's financial plan now and dramatically increasing wealth after the IRS gets paid.

On average, workers in 2015 put 6.8% of their salaries into 401(k) and profit-sharing plans, according to a recent survey.

The expansion of hybrid platforms and bank digital advice promises big changes and fierce competition in automated wealth management.

In December, $2.27 billion was pulled out of SPDR Gold Shares, the world’s largest ETF backed by the metal.

Women need help in investing, and new niche robo advisers are providing a means to achieving financial confidence.

Potential trade war from America's fraying relationship with China is just one scenario fueling the bullish outlook.

While clients have only pulled a net 2% of assets so far,some have predicted the industry would shrink by roughly a quarter over the next year.

Why advisers should use age-banding to plan for retirees’ spending levels to flex and adjust.