Investment insights

With low valuations and improving investor sentiment, emerging markets equities may rebound from their recent correction.

Creating allocation "no-trade zones" can ease the pressure to make an immediate sale in a soaring asset class.

Creating allocation "no-trade zones" can ease the pressure to make an immediate sale in a soaring asset class.

Prospect theory suggests that investors feel more pain from an investment's decline than pleasure from its rise, and advisors can incorporate this into their interactions with clients.

Prospect theory suggests that investors feel more pain from an investment's decline than pleasure from its rise, and advisors can incorporate this into their interactions with clients.

Conventional wisdom holds that allocations should become more conservative as investors enter their retirement years, decreasing the exposure to equities. Now research shows the opposite may be true.

Conventional wisdom holds that allocations should become more conservative as investors enter their retirement years, decreasing the exposure to equities. Now research shows the opposite may be true.

With money market funds yielding just 0.01%, even 1% inflation can erode a nest egg. Here's how planners can work with fearful clients who want to keep most, if not all, assets in cash.

With money market funds yielding just 0.01%, even 1% inflation can erode a nest egg. Here's how planners can work with fearful clients who want to keep most, if not all, assets in cash.

What’s changed over the past year in constructing the right portfolio for our clients? Absolutely nothing. Here are the keys to portfolio construction, this year and next.

What’s changed over the past year in constructing the right portfolio for our clients? Absolutely nothing. Here are the keys to portfolio construction, this year and next.

Vanguard researchers added up the benefit to clients of having smart financial advice. Here's how the numbers work out.

While new rules and higher stock market returns have increased clients' tax liabilities, only 29% of advisors say they've initiated a conversation about the matter in the last quarter.

At Delaware Dividend Income Fund, lead manager Bob Zenouzi invests with an eye toward valuation and dividend increases.

As interest rates edge up, advisors should understand which asset classes fare best during times of higher inflation.

The world's securities firms are poised for 10 years of growth, according to Hans-Joerg Rudloff, the former chairman of that business at Barclays.

In a market pressed for yields, this category's "go anywhere" philosophy deserves consideration.

A New York landlord led by Nicholas Schorsch is set to become the first publicly traded real estate company focused solely on the city when its shares are listed on the New York Stock Exchange today.

Interest in alternatives is rising among investors as they look to manage volatility in their portfolios - and advisor education is critical to meeting that tidal wave of demand.

'People don't understand it, but it sounds bad,' says one advisor. Here are a few ways to frame the conversation.