Investments

The president and CEO of Charles Schwab Investment Management, Marie Chandoha has focused on lowering costs of funds, helping Schwab reduce the operating expense ratios on its market-cap ETFs by 0.07%.

Blake oversees a team of 60 portfolio managers globally, and more than 1,800 portfolios with assets in excess of $1.5 trillion across all equity index and advanced beta strategies.

Signs of potential cognitive decline among elderly clients warrant immediate and concrete action from advisors.

Forty-four percent of workers receiving over $75,000 yearly fail to save for retirement because of their spending on lifestyle purchases; Plus, tips on drawing down retirement funds.

Signs of potential cognitive decline among elderly clients warrant immediate and concrete action from advisors.

This list identifies 15 women influencing the broader fund provider industry and making a substantial impact on their organizations. All stand out for their unique leadership positions and for their propensity to help others rise in the field.

There's more ways for the mutual fund industry to cut costs, says Bill McNabb, chief executive officer and chairman of Vanguard.

To save clients money, demonstrate their value and perhaps fight off robo competition, advisors can use these strategies to reduce clients' investment taxes.

Gen Xers are more pessimistic than baby boomers about their retirement prospects; Plus, the surprising new company benefit that's helping Americans retire.

Key to the hire was ex-Fortigent CIO Scott Welch's strong relationships with many of the country's top RIA wealth managers.

How to cut your clients' taxes with ETFs: Plus, using tax-sheltered accounts to save on capital gains taxes and tax-efficient strategies for making distributions from retirement accounts.

To help clients envision their long-term needs, show them how much more they can receive from the government if they wait longer to file for benefits; Plus, reverse mortgage can help in the right situations.

Virginie Maisonneuve, chief investment officer for global equities at Pimco, will be leaving after helping shutter three active stock strategies at the firm.

Virginie Maisonneuve, chief investment officer for global equities at Pacific Investment Management, will be leaving after helping shutter three active stock strategies at the firm.

Individuals don't need to talk to an insurance provider about long-term care, they need to talk to a financial advisor.

Values-based investing has gained traction in the fund industry. One fund provider brings a faith-based layer to that approach, and has found market and peer success doing so.

With supply at multi-decade lows, investors are signaling alarm as regulations intended to shore up banks and prevent a run on money-market funds exacerbate the T-bill shortfall.

An increasing number of emerging markets players are paying dividends -- and seeing higher average returns than non-payers.

Clients who are considering taking student loans should compare the interest rates with their investment returns before making a decision; Plus, how Americans are missing out on $24 billion a year.

In the case of the millennials, their experience with the financial sector includes the unifying themes of volatility, crisis and scandal.