Investments

How working longer can help elderly clients overcome a retirement benefit shortfall; plus, why basing a client's retirement plan on inheritance is a grave mistake.

The asset management industry's involvement in the digital advice space continues to deepen, as firms focus on providing institutional solutions for advisors.

New York City Council Speaker Melissa Mark-Viverito has asked the SEC to investigate OppenheimerFunds, saying the asset management company has played a role in worsening Puerto Rico’s fiscal crisis.

Most clients interested in artificial intelligence-enhanced software are in the broker-dealer and RIA markets.

A trusted adviser’s job is to construct an appropriate asset allocation, identify all risks and tailor custom solutions.

Investors often think their time and savings are running out and micromanage their investments despite having hired a financial adviser.

The move broadens its line of digital advice offerings to better serve a variety of clients, says Pershing Advisor Solutions CEO Mark Tibergien.

Risk protection requires holding some investments that underperform when stocks rise, such as government bonds. But the payoff can come when the tide turns.

Not every ETF launch works. But a team effort and a compelling idea can make an ETF a success in an industry where a handful of dominant firms and smaller players compete aggressively for assets.

MetLife, the largest U.S. life insurer, posted first-quarter profit that missed analysts’ estimates as investment income declined on a slump in hedge fund holdings.

Nearly four decades after adopting passive investing techniques, Vanguard's founder finally sees the approach pay off; plus, Social Security filing tactics your clients need to consider.

This asset class has faced an uphill battle in a sector defined by low-cost, index-hugging funds, but there are some true standouts.

Ending a three-year slump with its largest quarterly increase in almost 30 years, the timing is right for a closer look, Lipper research analyst Patrick Keon says.

Wealthbalancer's developers say the multiple question approach employed by competing platforms is too general.

Investment professionals foresaw the greatest risks in flawed algorithms, according to a global survey.

Program managers bridge the gap between banks and their advisers and today they're facing more challenges than ever. The best look for champions, call meetings and talk a lot.

Industry regulator levies its largest penalty involving variable annuities after claiming a long-running effort misrepresented annuity features and steered clients into costlier products.

People with the highest income bailed from stocks disproportionately on the worst days of the financial crisis, according to a new Ohio State University and University of Michigan study.

Low rates may prove a more enduring challenge than even MetLife Chief Executive Steve Kandarian’s fight against government regulation.

Telling good stories and providing clear graphics can help advisers manage emotions as well as assets.