Investment strategies

Robinhood is also planning to offer a browser-based trading system similar to products from Interactive Brokers Group and Charles Schwab

As CAIS launched a new advisory firm to simplify alternative investments for financial advisors and their clients, experts at the firm's summit discussed how to get clients more comfortable with the asset class.

Financial advisors weigh in on how they assist clients with this issue, especially if they have large holdings in their employer's stock.

When a seasoned investor, ex-health plan CEO and lifelong baseball fan counsels executives on business success, he draws on past and present baseball greats for inspiration.

ESG has become more material to over two-thirds of asset owners' investment processes in the previous five years, Morningstar says.

Criticism of ESG investing has cut across the political spectrum, with accusations ranging from "woke capitalism" on one end, to "greenwashing" on the other.

The new offering, rolled out to 600 advisors this month, will let clients pay $3,600 a year for services that extend beyond asset management to include tax and trust planning.

Since being first given the green light by regulators two years ago, there are now dozens of these new vehicles available on the market. But experts warn they carry inherent risks for investors.

Advisors suggested emphasizing that investment management and financial planning work hand in hand.

A recent UBS Investor Watch report highlights a deeply divided country in which many view the economy as the main issue this election season.