As an advisor, you may gloss over new funds that come into the market, instead relying on your old, established favorites. But in 2015, new funds with less than 12 months of track record accounted for $379 billion, or 73 percent, of new fund flows...
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It's so hard to say goodbye. | Copyright Joe Raedle, Getty Images
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Shareholders are getting angrier, or so it seems. Securities class-action lawsuit filings were up 17 percent in the first half of 2016. Between January and June, plaintiffs filed 119 new federal securities class action suits seeking damages over...
Retirement plan keepers embracing the fiduciary rule. | Copyright Alex Wong, Getty Images
Many advisors not currently operating under a fiduciary standard were unhappy when the Department of Labor finalized its conflict of interest rule in Apr...
Slow going. | DAJ/Thinkstock
Assets under management growth is expected to slow from 7 percent per year to 5 percent per year until 2020, says an Oliver Wyman Wealth Management report co-authored by Deutsche Bank Research. The report, "Running...
Be honest and up front. | Copyright Justin Sullivan, Getty Images
Most high net worth and ultra high net worth investors have grown up or worked in the digital age, says a new survey from FactSet and Scorpio Partnership, and that means several...
Transformative. | Copyright Oil Scarff, Getty ImagesThat's what wealth looks like. | Copyright Chung Sung-Jun, Getty ImagesIt shouldn't be a catastrophe. | Copyright Christopher Furlong, Getty Images
ARK Investment Management has launched the fi...