Investments

Hedgeable plans to offer P2P lending investments, claiming it will be the first digital wealth manager to do so.

Custodian entering crowded field; minimum initial balance will be $5,000.

The firm says second-quarter revenue dropped at its prime finance unit, extending a slump beyond businesses that Germany's largest lender is seeking to exit as client concerns added to volatile markets.

The turn to an outsider marks the latest twist in a struggle to regain footing after a steep decline.

No financial solution can gain momentum without the collaboration of technology and human capital. But robos are only one small part of this equation.

Why timing is so important for college graduates when making contributions to the 401(k) plans where they work.

Adviser gender ratios are reversed in this sector, for better or worse.

The funds often benefit from a low-cost halo, but they don't all deserve to bask in that glow.

Johnson has overseen the $849 million Pimco EqS Long/Short Fund, which takes positions in stocks he selected, since its 2003 inception at his previous firm.

A measure of volatility for bonds has moved significantly higher than volatility in equities. What does this mean for U.S. stocks?

Guggenheim Chief Investment Officer Scott Minerd says U.S. stocks may rally as much as 15% in the rest of the year.

Retirees who used a 4% withdrawal rate on a portfolio with a 50/50 asset allocation have retained 67.5% of their wealth 16 years out.

"We are not going to have a separate robo adviser that would disintermediate our existing advisers," says CEO Paul Reilly.

Morgan Stanley and Northern Trust are among those who said this week that yields could set fresh lows in the months ahead

Man Group, the world's biggest publicly traded hedge fund manager, is looking blue after the departure of CEO Emmanuel "Manny" Roman to Pimco.

While a stock-first withdrawal approach is viewed as a prudent way for retirees to tap into their retirement accounts, advisers should not readily recommend this strategy.

Executives say it's about more than just robos.

Several big banks are getting into the business, mostly by forming partnerships with fintech companies. Smaller banks are expected to soon follow suit.

In his new position, Roman will replace Douglas Hodge, who presided over a tumultuous time that included the departure of Bill Gross and a plunge in assets at the firm.