More upset seems likely.

Investors may have just adopted factor investing in 2015, but they quickly began implementing between two and four strategies on average.

Many advisors look to other sources besides bonds for generating income, such as dividend-paying equities, equity income mutual funds and annuities, a new survey found.

Calvert CEO John Streur says the asset management industry is on the cusp of “ESG 2.0,” where governance and engagement will be more important than simply filtering portfolios with new metrics. This creates wide-open opportunities for financial...

The price of the fund -- whose biggest holdings are Apple Inc., Microsoft Corp., Amazon.com Inc., Facebook Inc. and Google parent Alphabet Inc. -- has declined almost 5 percent since Nov. 7.

Exchange-traded funds appeal to the short sellers because “they allow for the efficient expression of a view on a wide range of asset classes," IHS Markit said in a report.

Until custody risk is virtually eliminated, advisors won’t buy and sell crypto assets on behalf of clients. But they still need to be well-versed in the new asset class.

Successful adaptive managers often share these five characteristics.