Asset allocations

While diversification is hot again, these funds haven't always managed to work as advertised.

An ETF whose issuer had Martina Navratilova and Barney Frank on its board has shut down. What are the lessons for advisors and clients?

Local companies and organizations can spread capital much better than global corporations and institutions, according to practitioners in the field.

American Friends’ new database joins the expanding research and products on the marketplace, which experts say is at $17 trillion in assets — with room to grow.

New products constructed on more stringent ESG criteria than the so-called greenwashers often can’t be accessed through large wealth managers.

While US investors lag Asia and Europe, their perception of cryptocurrencies as an investment class, not a currency, is rising.

The world's largest asset managers voted against many more directors than the previous year based on climate and racial equity issues.

Titan plans to challenge Fidelity and BlackRock and attract younger generations to active investing.

After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.

A state treasurer’s program in collaboration with the Ford Foundation has attracted 18 firms including UBS, BlackRock, Morgan Stanley, Citi and Goldman Sachs.

A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.

“Honestly, it’s a little frightening,” said Joel Schiffman, who oversees defined contribution products in North America for Schroders.

A 50% allocation to equities for someone in their 60s still leaves someone with a lot of risk right before retirement, writes Jared Dillian.

Clients are advised to keep some of their savings in cash and focus on their long-term prospects.

Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.

Retirees may benefit from moving money to various locations that offer better savings rates and returns.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.

There's a way to offer sound counsel to clients and also permit them the opportunity to take a profitable flier from time to time.

Equity funds tracking the sector are the second-most popular asset class after U.S. government bonds this year, BNP Paribas says.

Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.