Investment strategies

The best charitable-giving strategy for a client depends on several factors, including the amount in the fund and how involved the client wants to be.

From saving to fund allocation to risk management, practitioners of Islamic finance integrate ethical considerations into all aspects of the planning process.

As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.

Dividend strategies can provide steady returns over time with less volatility, but growth-oriented stocks can also be an attractive option.

To some market-watchers, that undercuts the spirit of what private equity investments are supposed to provide.

Fidelity Investments is launching new ETF model portfolios to compete in the growing multi-trillion dollar asset management industry.

The surging popularity of the alternative asset class could curtail its seemingly endless runway.

Contingent deferred annuities represent product manufacturers' latest appeal to independent RIA advisors and their clients. Here's how they're making the case.

Cat bonds, as they're called, can bring in significant returns, but they carry serious risk as well.

Dimensional Fund Advisors' latest research adds to existing literature highlighting sometimes-overlooked downsides with the ongoing rush to low-cost ETFs and other products.