Investments

Changing the business model for younger clients starts with innovative technology and digital solutions combined with holistic, unbiased, guided advice.

Digital advice clients "have affirmatively chosen not to enroll in comprehensive financial planning," according to a newly published white paper.

The metal's retreat has taken place against a backdrop of investor concern that the world's leading central banks.

The firm's move comes after BlackRock intensified the price war in the industry by reducing expenses on 15 of its funds.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Wide adoption by global money managers and ETFs could set off a new wave of buying, according to Morningstar.

Volatility is exploding in a corner of the market that’s normally insulated from swings.

Female-focused wealth management platforms can plug into a shift in attitudes and politics, analysts say.

Medicare is needlessly complicated so people often become paralyzed, cannot make a decision and end up doing nothing, says an expert.

The fund provider is the latest firm expecting more advisers and long-term investors will turn to passive investing because of the regulation.

Lawmakers from both sides of the aisle have proposed legislation in recent years to limit the central bank's authority.

The investment bank has put local sovereign debt of developing nations at the heart of a new global bond index.

While clients experience various benefits as they age, they still owe taxes after exiting the workforce.

The funds have had the fastest growth since 2012, with nearly $100 billion of inflows, helped by record emerging-market investments.

A look at the new opportunities and restrictions that emerged over the course of the year, with an eye toward what clients can do before Dec. 31.

“It will help them cope with some of the new burdens that the fiduciary requirement will impose on firms,” an industry analyst says.

Bond ETFs now manage $428 billion in the U.S. and $150 billion in Europe.

Automated investing platforms are making it tougher to charge for some financial advice, says Tiburon Strategic Advisors.

Strategies and products from active and passive managers continue to complement each other in portfolios.

A young alternative ETF producer right now has two growth opportunities, says Reality Shares' CEO Eric Ervin.