Fund company's new products attempt to capitalize on the growth of smart beta.
As the Legg Mason stock picker builds on a three-year rebound following his disastrous recession-era record, the pain of that historic crash can still be heard in his voice and the questions from his biggest critics remain.
Proposed rule represents a fundamentally flawed rethinking of the way that retirement advice, products and services are delivered to investors, and would have profound negative consequences for registered reps and RIAs.
Follow these simple tips to improve your relationship and your family's finances.
More investors are using the photo-sharing app to search for works and make purchases.
Just because your house hasn't burned down yet doesn't mean you can skip insurance.
Family-owned brokerage firm Lincoln Investment Planning has sold a 20% stake to Lovell Minnick Partners, a private equity firm.
Creates website to match small employers with private-sector retirement plans
Here are answers to common adviser questions on the new IRA rollover rule
Fund managers like DoubleLine's Jeffrey Gundlach are arriving late to the ETF game and sound ambivalent about how popular ETFs will become &mdash; but they don't want to be left behind. <b><i>(More: <a href="//www.investmentnews.com/section/specialreport/20150419/ETF042015"" target=""_blank"" rel="noopener">Our full Spotlight on ETFs special report</a>)</b></i>
Dwight Freeney accuses the firm and adviser Michael Bock of leading him into a massive scam. <i>(Plus: <a href="http://www.investmentnews.com/gallery/20130812/FREE/812009998/PH/athletes-vs-advisers" target="_blank">7 athletes who say they were duped by advisers</a>)</i>
Bronfman E.L. Rothschild buys Neal Simon's Highline Wealth Management, creating a $3.6 billion firm &mdash; the latest example of big consolidations among independent advisers.
Since inception in August 2002, the fund has an average annual return of 9.9%, beating the 8.7% for the S&P 500.
Though she's number two on the courts, the tennis star has become the most marketable competitor.
Bequests jump thanks to generous giants including former Buffalo Bills owner Ralph Wilson and the Bill and Melinda Gates Foundation.
<i>Breakfast with Benjamin</i>: Thanks to energy savings and signs of wage increases, Nuveen's chief equity strategist banks on consumers stepping up.
Advisers can highlight comprehensive financial planning as the real value they offer, not just picking funds.
Big bank meshes human advisers with its digital investing platforms.
Near $8 billion loss tracks the indexes of a once-top boutique portfolio manager: Morningstar.
Acquisitions among registered investment advisers were flat last year, as buyers grew more selective about culture and philosophy of firms on the block.
