According to new data released Thursday by Broadridge’s Fund Distribution Intelligence, ETF assets increased $124 billion in 2015, hitting an all-time high of $2.2 trillion. Comparatively, long-term mutual fund assets decreased by $161 billio...

Due to higher levels of price volatility, investors and their wealth advisors may need to consider the level of optionality in their portfolios.

Betterment CEO Jon Stein. Betterment for Business, the automated investing service’s foray into the 401(k) market, officially went live Wednesday with a group of 50 plan sponsors and participants. Boxed, a wholesale shopping app that signed up...

It is best to quickly come to terms with the notion that we have entered a new market paradigm with opposing forces at play

Taking the leap into smart beta. OppenheimerFunds announced that it's diving into the world of smart beta with its new Factor Weighted ETFs. Securities are weighted on the basis of top line revenue, which OppenheimerFunds said more closely ref...

Keep calm. Four major banks in the U.K. – Barclays, Royal Bank of Scotland, Lloyds Banking Group and Santander – are developing their own robo advisors aimed at mass-market consumers. According to The Financial Times (subscription required), o...

Two ETF analysts on what worries them about the rise of exchange-traded funds, including increased regulations over perceived liquidity concerns, broken markets and leveraged funds.

Advisors can’t compete on investment management; they should be generating “alpha” outside of security selection, McNabb says.