Investment strategies

Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.

Changes to the tone of forward guidance will add uncertainty to market expectations.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.

Only 15% of bank customers at Bank of America use its online investment platform, but the company expects that figure to increase as it opens branches in nine major cities.

The once-hot investing strategy seems to have cooled off. Advisor Allan Roth hasn't lost all hope, however.

Members of Gen X and millennials seem to work harder to put their money where their mouths are.

Although banks and digital wealth startups seek to claim the same assets, they're finding common ground elsewhere.

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

There may be a chance to capitalize on the missed pricing that downgrades may cause.

The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.

Advisors should make sure they know how to discuss bonds in a new environment.

Banks are opting for a hybrid approach, augmenting in-person advice with digital guidance.

Outliers aside, fundamental indexing is still more expensive than old fashioned capitalization-weighted indexing.

These investments can help avoid getting caught up in market volatility as rates rise.

Clients saving for retirement are advised to overweight their portfolio with small-cap value stocks and funds. Here's how.

As technology drives down costs, it’s important to remember that financial planners can’t win on performance alone.

Most big banks are launching robo advisers to compete for a new breed of wealth management customer. The risk is that automated services will disappoint traditional customers.

About a quarter of advisors treat cryptocurrencies as something akin to gambling: "only worth investing money you can stand to lose.”

In the past, both asset classes served as sources of capital appreciation and income.

These portfolios look poised to shrug off their recent underperformance.