Portfolio management

Mutual funds are losing assets, while ETFs are gaining them. Here's a look at how a pioneering firm has adjusted to a difficult environment in recent years.

While big firms keep getting hit with lawsuits alleging unfair cash sweep policies, MaxMyInterest is generating returns from cash through the competitive marketplace.

These recoveries don't guarantee a bottom has been reached.

Financial planners have had to field plenty of questions about why they weren't more aggressively chasing returns. With the market correction, they now have a chance to show the benefits of a diversified strategy.

Like cable companies, Fidelity Investments has joined the bundled pricing trend, targeting smaller firms with lower-cost options to access their multiservice platforms.

The planning strategies for large individual equity holdings pose tax, investment and behavioral questions for financial advisors and their customers.

Dubbed as the "digital admin for private investments," Arch has grown rapidly this year, adding AI tools that easily summarize documents for advisors, but hasn't lost the human touch.

Despite the notion that an ESG backlash is pushing clients away, private equity products aiming to solve challenging problems through investments are still on the rise.

New alternative investment platform JKBX has attracted thousands of retail investors purchasing the streaming rights to hit songs from Beyoncé, Taylor Swift and more — here's what it might mean for the alts space.

Portfolio managers are shifting to platforms that offer an all-in-one, single point of entry for making different portfolio transactions. Cerulli reports the trend is picking up steam.