Investments

The new regulations are adding more pain to funds that have been plagued by seven years of the Fed's zero interest-rate policy.

With assets in a single account, monitoring gets easier and investors can take a pro-active approach to protecting their portfolio from market volatility.

Recent research shows how advisers work and how they like to communicate.

Digital wealth management firms see the way to reach millennial clients is through student debt.

Diversification is a key word in the financial lexicon. But it is neither well-defined nor desirable in and of itself. What investors really need is efficiency.

Active asset managers such as GAM are facing higher regulatory costs and the growing popularity of low-cost ETFs that passively track markets.

The views echo concerns expressed by some managers as stocks reached record highs and bond yields plunged to historic lows.

The hedge fund's legal woes, however, have taken a toll on the company's stock, which has fallen about 71% in the past year.

Equities and currencies are extending two months of gains after a report showed U.S. gross domestic product grew at less than half the pace forecast by analysts.

Planners may be called on to invest assets within a client’s trust, but the ability to do so can vary greatly. What's more, the election outcome could eliminate some trusts altogether.

Michael Sonnenfeldt doesn't mince words: "There is no safety in safety," the founder of Tiger 21, a network of "ultra-high-net-worth" investors, said.

Although markets were jolted by The UK’s vote to leave the European Union, one asset manager says it was a good test.

Banks and credit unions can test whether they want to get into the investment services business without bringing in advisers or partnering with a TPM.

How options ranging from traditional index, tax-managed and static allocation funds to traditional IRAs and Coverdell Educational Savings Accounts may boost your client's return.

The legendary money manager is losing his No. 2, Kumar Palghat, who will become co-manager of a new Janus Short Duration Income ETF.

“We get very nervous when the stock price index goes to high P/E, we ought to be somewhat nervous when the bond rate does the same,” the former Fed chairman says.

"The trend is moving toward fee-based planning and removing commissions from the equation," says Artisan Advisor's Tim Smith.

Dividend Growth attracted $3 billion over the past six months and its assets have almost doubled over the past three years.

In its asset management business, State Street had net outflows of $35 billion in the quarter.

While Chairwoman Janet Yellen has repeatedly stated that the Fed is likely to raise interest rates gradually, market volatility and the unexpected dip in job gains have delayed such plans.