Investments

For the first time, ETFs are the most-popular options for both bonds and stocks from developing nations.

While mostly the purview of the big firms, smaller RIAs can get in on the act too. But they need to do their homework first.

The ultrawealthy are taking more conservative positions this year, but younger investors are still bullish, according to a recent industry study.

Advisers also noted a dip in their clients’ retirement savings activity after the tax filing deadline passed.

The proliferation of asset management firms and the growth of individual funds have forced managers to maintain too many positions and undermined returns said AllianceBernstein CEO Peter Kraus.

This method allows advisers to focus on market data evidence and academic research.

Richard W. Davis also took $1.5 million in fees while he was entitled to just $150,000, the commission alleges.

Fixed-income yields may feel low, but foreign investors facing negative yields at home are making the U.S. markets popular.

Acting as a fiduciary when a client decides whether to put a company’s retirement funds in an IRA involves considering these important variables.

Eaton Vance added its name to the growing list of asset management giants buyinginto robo advice platforms, reinforcing the industry view that digital is a distribution channel for the future.

The S&P 500 Equal Weight Index is up 19% since equities bottomed in February, beating the conventional benchmark by the widest margin since 2013.

Banks are racing to incorporate new technology to fend off new entrants seeking to steal established firms’ customers.

The 529 market has nearly doubled over the past five years, reaching a record-high $227 billion in AUM by the end of 2015.

Advisers say they have been asked to allocate less to equities and bonds in the face of global and political turmoil.

Advisers must be creative and persistent in figuring out risk tolerance levels.

Most times, remaining calm and sticking to a long-term asset allocation is the best course.

How a bundle of joy can reduce your client's IRS payment. Plus, the benefits of charitable remainder trusts and 20 common investing mistakes.

Long-term investors have nothing to fear when it comes to short-term market volatility.

BlackRock’s Larry Fink warns there will be a "massive shift" into passive investing amid consolidation in the asset management industry.

Two ETFs in areas that pundits traditionally expect to benefit more from a Republican president gained.