Investments

Invesco acquired Jemstep, a robo solution for advisors, for an undisclosed sum. It's the latest in a line of digital advice moves from asset management giants, which began in earnest last year.

BlackRock is urging U.S. regulators to exclude ETFs from potential rules that could crimp investment returns.

By the end of 2015, Vanguard's Personal Advisor Services counted approximately $31 billion in total assets under management, the firm says, with $21 billion from new money.

Advisors are making portfolio changes, telling the TD Ameritrade sentiment survey they are worried about rising rates, among other concerns.

Here's what mutual fund clients stand to lose when they tap their investments during a down market; Plus, how to get big company 401(k) benefits at small firms.

The acquisition of Jemstep follows the steps of Invesco’s competitors to buy or build a digital platform.

Third Avenue Management, which took the rare step of freezing redemptions in a distressed debt mutual fund last month, saw investors also pull money from its equity funds, contributing to a 21% decline in the firm’s assets last quarter.

Energy sector declines have shown they can put the brakes on dividend-paying stocks, which over the long term have outperformed those that don't.

Fund flows over the course of a number of years now have been pointing decidedly in favor of passive strategies, he says, be they index, mutual funds or ETFs.

About 9% of the high-yield market now boasts yields above 20% — the highest amount since the financial crisis. Buyer beware.

2015 saw 15 records broken by the corporate bond market in 2015, though not all of them were necessarily positive.

Advisors may want to highlight the tax- savings strategies recently made permanent by Congress for investing in QSBS, REITs and more.

Sometimes it’s worth it to take a chance on illiquid investments. Here’s how to gauge the risk.

Retirement savers first need to decide the amount of time they have left before retiring; Plus, how clients should react to the market selloff.

How clients can tell ETFs which avoid taxable distributions from those that don't. Plus, the advantages of inheriting mutual funds in taxable accounts over selling them, and smart ways for setting up a scholarship fund.

Not adding a bonus to savings is just one mistake many clients make, but there are plenty of others too; Plus, clients who want to buy low and sell high need to invest when they're inclined not to.

Investors are reassessing expectations for dollar appreciation after the greenback strengthened against all 16 of its major peers last year.

In data collected from looking at the returns of 2,076 fund managers from 1975 to 2006, IFA researchers concluded that 99.4% of fund managers lack "genuine stock-picking ability," while 0.6% were "just lucky" at attaining positive returns.

Clients who consider buying an annuity are advised to avoid purchasing one big product and instead opt for several smaller ones; Plus, what boomers should know about required minimum distributions.

Vanguard attracted a record $236 billion in net deposits in 2015 as investors flocked to passively managed products.