Technology

Digital investment advisors, the so-called “robo-advisors,” were built to be low cost and highly scalable to attract millennial investors and disrupt the financial services industry. But their survival as standalone companies depends...

Less is more. | taxzi/iStock/Thinkstock Maybe actively managed funds underperform their passive counterparts not because of stock selection, but because most active fund managers just charge too much. John Rekenthaler at Morningstar did a ...

It's all downhill from here. | Copyright Justin Sullivan, Getty Images The U.S. residential real estate market is the place for investors to be right now, according to the recently released Savills World Residential Investability Ranking...

The man behind the mask. Michael Batnick, the director of research for Ritholtz Wealth Management, takes a recent news article -- about an asset manager announcing he will equal-weight the S&P 500 as if it were a new strategy -- as an oppo...

Betterment for Business aims to reduce fees for plan sponsors, provide better technology for administrators and improve retirement outcomes for participants. 

Wealth managers seem to finally understand that they need to have a mobile website, but are having a hard time doing it well.  ...

Someone had to be first. Folio Investing and Folio Institutional announced Tuesday that it would be the first broker/dealer to offer NextShares, the actively managed funds that look like exchange-traded funds, directly to individual invest...

Pete Hess SS&C Technologies closed its $2.6 billion acquisition of Advent Software in June, and last week provided clarity as to how Advent’s various businesses, including the Black Diamond portfolio management software, would be managed. S...

That's one idea. | Copyright Max Whittaker, Getty Images Many of the investment innovations cooked up for big institutional players (think pensions, endowments, insurance companies) eventually roll down to the retail channel; consider liab...