Investment strategies

Retirees are advised to adopt a less aggressive approach to investing and reduce their risk exposure.

For clients who crave consistency and aren’t trying to blow the doors off, these funds are worth a look.

Retirees who retire before 65 and want to reduce their premiums are advised to keep their taxable income between $12,060 and $48,240 (for singles) or $16,240 and $64,960 (married couples).

Three index funds may be all clients need. But that's rarely what they end up with.

Buying behavior may reflect underlying imbalances and mismatches between desired holdings and what’s available to purchase.

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

From setting fees to compliance scares, veteran planners advise new RIAs on what to consider when launching a firm.

How new competing international and small-cap ETFs stack up.

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.