Asset allocations

Factor-based approaches to index investing have won heaps of investment. Can it last?

A new body of research suggests an ideal retirement-planning approach may exist — but buyer beware.

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

Bond funds go mano a mano in the last installment of this 3-part series on maximizing total-market index funds.

Advisors must show how to consider the total cost of ownership.

A look at an 18-year period shows which is the better approach.

Some investments are harder to advise on than others — think of rare coins and art — but advisors can distinguish themselves.

Smart beta and other factor investing often leads to more complexity than necessary.

Having credible, thoughtful answers to clients’ questions is essential to truly meeting a fiduciary standard of care.

The performance is different depending on the index provider used.

Asset allocation is the glue that connects and aligns an investor’s goals and strategies.

The key is creating a portfolio that clients will stick with through thick and thin.

The probability of success with stocks and bonds is higher and much easier.

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

Figuring out how to build client portfolios now may leave advisors scratching their heads.

It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.

Why gaining short-term bond exposure through mutual funds isn’t a smart bet.

How to discuss risk when they become restless.