Investment strategies

Trying to time the market is a “fool’s game,” but preparing for a possible downturn as retirement approaches can be a smart move.

Copying big banks, smaller institutions are pairing with robos to meet changing mass-affluent preferences in long-term investment products.

Advanced analytics is helping generate alpha, experts say.

For younger investors, the current experience of "finding and investing in a mutual fund feels very broken," says co-founder of the investing app startup.

Most apps and automated investing from firms should be understood as sales efforts; private equity is backing tech to replace advisors.

The net outflows are staggering, but recent studies show the relationship is far more nuanced.

An alphabet soup of confusing terminology is hindering clients and advisors from identifying portfolio opportunities.

The bond market’s demise has been predicted so many times in recent years that it's hard to keep track. And while returns have been subdued, it's been nothing remotely close to the apocalypse scenario outlined by the bears.

The Trump administration is considering pushing back the age at which retirees have to take required minimum distributions from tax-deferred retirement account.

Direct investing offers wealthy ground-floor business opportunities.

The S&P index of 18 asset management firms and custody banks is down nearly 11% this year, compared with a gain of more than 8% for the broad S&P 500.

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.