Investment insights

The right strategies can make all the difference for advisers.

Investing in property is fraught with risk, but advisers can help clients navigate a complicated and challenging market. Here’s how a few planners have done it.

A long-running argument might yield a different conclusion depending on whether you are using S&P, Morningstar or Russell to provide your benchmark.

Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.

Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.

Small-caps carry risk, but they don’t have to be expensive too. Here are 20 with the best returns over the past five years and the lowest expense ratios.

Scottrade and Schwab fell out of the top three, while Capital One Investing led a retail bank surge in the J.D. Power report.

When markets are high, everyone feels like genius, but they still have to pay expenses. Help clients keep them low.

Retirees may opt for current market valuation or their funded ratio as the basis for the allocation.

For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.

Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.

One way to effect positive change is by helping clients invest through a gender lens, says ThirtyNorth Investments exec Suzanne Mestayer.

Index funds may not be the ideal choice, but there are better options than the active bond funds pushed at a Morningstar panel.

As investors assess the winners and losers from the Trump administration's policies and digest mixed economic data, they aren't endorsing all shares.

Clients focus on returns, but advisers need to add “risk-adjusted” to their thinking.

Guide clients toward equity index funds for diversification, lower costs and tax efficiency.

Guide clients toward equity index funds for diversification, lower costs and tax efficiency.