Portfolio management

The discount brokerage sees the move as a way to attract younger, less affluent investors.

“If done correctly, dividend-yielding stocks are the gifts that keep on giving,” an expert says.

Banks are hoping strategies like technology-enabled portfolio trading will help them grab a bigger slice of the shrinking fixed-income pie.

Equity funds tracking the sector are the second-most popular asset class after U.S. government bonds this year, BNP Paribas says.

By signing a deal with iCapital Network, the regional brokerage aims to provide clients "a more comprehensive set of solutions."

A quarter of wealthy investors' average assets are currently in cash, according to a new survey.

The SEC's recently passed ETF modernization rule is just one regulatory change industry leaders expect will impact asset management in the years ahead.

With an average gain of nearly 40%, the following mutual funds and ETFs are narrowly invested in the most attractive segments of the market.

The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.