Investment strategies

Those hoping that Bitcoin's 10-year anniversary would be much sweeter than Lehman's have been proven wrong.

Clients can find broad diversification or dividend growth, but it's tough to find both. Here are some ideas.

The founder of Edelman Financial Services says his critiques of automated advice have been proven right, and that the merger with Financial Engines sets his firm to reach new industry heights.

Bank of America has plans to expand the self-directed platform’s reach even further.

The active versus passive debate rages on — but one fund type wins when it comes to tax-loss harvesting.

Worried about rapid transformation in the industry? It may be easier to evolve than you think.

Facet Wealth acquires small clients from advisory firms, with the promise that it will operate as a partner rather than as a competitor.

More than half of advisors would consider buying a smart beta muni bond ETF for clients, according to a Columbia Threadneedle poll.

A long-term approach to owning individual bonds is rewarded with both greater yield and safety.

Digital brokerages are boosting features to bring in new clients.