Investment strategies

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.

Digital brokerages are boosting features to bring in new clients.

To keep pace with its peers, Morgan Stanley is ramping up its online offerings in banking and wealth management.

Many investors remember that the S&P 500 lost 39% in 2008, but few recall that the 10-year government bond gained 21% that year.

Digital tools that help wealth management clients manage their emotions, he says, will have a big impact on the planning industry.

Early adopters of artificial intelligence are expecting substantial increases in profitability, according to a new survey.

The bank is selling the technology behind its U.K.-based digital advice business to SigFig, a Silicon Valley startup.

These property tax deferral programs are available to older homeowners who want to postpone real estate taxes provided they remain living in their home.

Portfolio managers say taxable alternatives have appeared cheaper lately when compared to the short end of the tax-exempt yield curve.