Advisers worry that, as the bull market gets long in the tooth, passive funds may falter.
Less risky, balanced portfolios will underperform market indexes, even though they are in clients' best interests.
Nontraded REIT sales finishing 2017 near a low, though one variety generating new life.
Several crushed the S&P 500, but still saw investors yank billions from their funds.
Tech stocks work wonders for some religious mutual funds
New platforms provide a curated menu of products like private equity, private credit, venture capital, real estate and hedge funds.
Consider all attributes of a bond and choose a trading platform that is aligned with your clients' best interests.
A re-enrollment is a large undertaking, but advisers can easily determine if one is warranted.
This year looks good — but not great — for stocks and bonds, barring a spontaneous collapse in prices.
The current environment is one step along the continuum toward transparent pricing in alternative assets.
While market-cap weighted strategies are popular, we believe their reputation doesn't match reality.
Voya latest firm to unload variable annuity contracts to PE firms.
Getting even a rough sense of how governments influence share prices is a task fraught with peril.
The GraniteShares Bitcoin ETF and the GraniteShares Short Bitcoin ETF would trade on the Cboe BZX exchange.
Firm's seven-year projection for EM value stocks far outshines U.S. large-company stocks.
Mutual funds that invest based on environmental, social and governance factors are all the rage. But is one factor more critical to performance?
iShares welcomed $198.4 billion into its exchange-traded funds through November.
SEC, Finra targeting high-fee share classes, 12b-1 fees and failure to give sales load discounts and waivers to investors.
With equities at record levels, financial advisers are confronted with realities of greed and fear.
