Investments

The new rule will lead to lower built-in commissions, enhanced agent/advisor education, and increased regulation of indexed annuities.

As digital wealth management proliferates, firms are expected to challenge each other in more pointed, head-on comparisons of their services.

As the industry shifts in response to developments in the regulatory and technological space, what can advisers expect? Here are ten takeaways from a new Schwab study.

DoubleLine's CEO now acknowledges that TIPS are becoming a more attractive option for investors who want to own longer-term government bonds.

How the firm is investing in new ways for advisers to conduct all their business digitally.

A Morgan Stanley survey finds that 64% of the time, sustainable strategies matched or outperformed traditional mutual funds in terms of returns.

With investors increasingly moving to lower-cost, passively run funds, the firm says it plans on countering the resulting record redemptions by merging with Henderson Group.

The improved outlook for the world's largest developing economy has helped increase clients' risk appetite.

It's unknown how many of Scottrade's 1,000 brokers and 800 RIAs will ultimately be part of the new firm

Investors added more than $750 million to ETFs that buy emerging-market stocks and bonds last week, extending the longest winning streak in more than a year.

Commodities aren't a good inflation hedge, according to one expert. Instead, talk to clients about TIPS or even some securities.

The bank ignored fees on structured notes, and clients may have been shortchanged, a consultant says.

A bond subsector worth looking at. Plus, help clients keep what they owe the government to a minimum with a roadmap for drawing down assets.

Demand has increased as investors seek alternatives to more than $10 trillion of debt globally that’s yielding less than zero.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

A look at how clients may be overreacting to fluctuations.

Money from brokers and RIAs accounted for about 50% of Vanguard’s $225 billion in inflows this year.

Performance fees in the second half are expected to be similar to the 1.2 million Swiss francs ($1.2 million) earned in the first six months of the year.

Money from brokers and independent advisers accounted for about 50% of the $225 billion Vanguard has brought in this year.