Investments

The ongoing trend to passive or smart beta products will continue, according to Maxwell Gold, the director of investment strategy at ETF Securities.

The catalyst is Trump, whose election, according to Macquarie Group analyst David Konrad, will usher in a "new world order" for the industry.

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.

Regardless of whether President-elect Trump rolls back the rule, these products are here to stay.

Data and a personal touch can net the young client who everyone fears will go to a digital platform.

Data and a personal touch can net the young client who everyone fears will go to a digital platform.

How advisers focus too much on investments.

How advisers focus too much on investments.

The Silicon Valley-based firm now counts over $500 billion in assets on its platform and more than 200 clients, ranging from banks to family offices.

U.S. equity funds rebounded with their largest inflow ever last week at $31 billion.

The selloff is giving money managers a rare opportunity to allow passive funds call the shots on the direction of market sentiment.

The fresh equity records also came as American companies ended a five-quarter profit slump.

Retirees may want to look for other income sources, such as renting out a room in their home, taking a reverse mortgage or going back to work.

The Financial Select Sector SPDR ETF's $4.9 billion of inflows, the most it has amassed over one week in last three years, is one sign of "Trump-inspired bullishness," an analyst says.

Never make a major decision after a funeral, the financial advice goes, because grief can warp judgment. And much of the country might as well be wearing black.

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

Stocks added to gains that pushed four major equity benchmarks to simultaneous records for the first time since 1999.

She is the third generation to control the company and, like her family members, has maintained a low profile despite the reach of the firm’s mutual funds.

Interest rate hedged products could prove to be the new hot frontier in ETFs as a result of the U.S. election.

Edward "Ned" Johnson, 86, is retiring and will become chairman emeritus.