Investment strategies

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.

Just 36% of actively managed stock funds topped indexes in the year through June, down from 43% in 2017, according to Morningstar.

Millennials and other younger clients would see their Social Security benefits decrease 21% once the program runs out of funds by 2034.

As some investors flee emerging markets, others see deals. Here’s what advisors should know.

As robo advice expands into other services, such as debt management, the stakes rise to become a hub for a client's entire paycheck and financial life.

Firms should update their online and mobile applications — bigger font sizes, perhaps — to ensure their offerings are accessible to older customers.

When the financial clouds are gathering, your clients have preparations to make. Top of the list: reduce risk.