Asset allocations

A directive on ETFs took the advisor by surprise after several years with the No. 29 IBD, he says.

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.

Advisor "reaped substantial profits" from 65 clients by using block accounts, the regulator says.

YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.

The stock market only had a taste of the potential damage — with the biggest test yet to come.

The SPDR fund's newfound appeal may be linked to its dividend yield, which has jumped to its highest level since 2008.

Advisors should consider how they are preparing for a rising rate environment.

A nuanced look at how U.S. equities performed under both presidents relative to historical averages and international markets. The answers weren't what we expected.

The software is powered by analytics previously available only to larger institutions.

Record-high stocks, growing geopolitical risk. Is our current market becoming eerily similar to 1972?

The cryptocurrency attracts a generation that believes in the power of networks.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

The proposed overhaul may severely limit investors’ ability to minimize capital gains on stock.

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

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.