Asset allocations

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.

If approved, the fund would be the first in the U.S. to follow a quantitative approach that allocates across asset classes based on risk.

If reached, the deal would precede a potential IPO of the $52 billion firm, which oversees asset allocations of domestic and offshore pension funds.

Asset managers are embracing new distribution technology, big data and alternative investment strategies.

The IBD network joins asset managers and other companies developing new methods to display how the products integrate into client portfolios.

370 U.S equity smart beta ETFs on the market mean advisors can pick and choose when fine-tuning clients’ portfolios.

Advisors say they’re allocating assets based on client objectives, but they likely are not, according to SEI’s survey.

The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.

The No. 1 IBD has stopped offering the higher-yield funds in its automated bank deposit programs, but it notes they’re easily accessible in investment accounts.

The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

Picking up on a client's unspoken wishes led an advisor to an unexpected asset allocation — one that benefited the client's daughter.