Investment strategies

Advisors like the above-average returns and lower cost. But factor investing isn't risk free.

Venu Krishnamurthy will join the asset management giant as it intensifies efforts to recalibrate its organization and product offerings for a digital era.

As a PNC executive, Nicole Perkins looks at her position as a role model and thinks of it as "giving back or paying forward, however you look at it."

Digital-first firms are applying artificial intelligence and machine learning in ways not seen in the financial planning software currently available to planners.

"I'm not right for you," along with other surprising things I tell clients.

Working longer can be a great decision, as it will allow seniors to keep themselves healthy as well as allow them to delay filing for Social Security benefits.

How technology could continue to disrupt financial planning.

The fund is expected to debut in the third quarter and will use an ETF of ETFs structure.

Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.

A “broad blended skill set" is part of what Voya Investment Management CEO Christine Hurtsellers says helped her become a better leader.

Filing for Social Security can be a wrong move if seniors are still employed and earning a wage income.

This move shows how large asset managers have taken note of certain trends.

One thing that excites Dana D’Auria about the industry right now is factor investing, which helped draw her to Symmetry Partners 12 years ago.

Banks such as UBS aim to offer money managers refuge from jittery markets by combining bonds with more exotic options.

Buffett can put cash to better use than paying dividends. But the majority of CEOs lack his skill so investors and their advisors should be happy when corporate boards pay shareholder dividends.

The number of clients owning taxable brokerage accounts has increased 10 percentage points over the past five years, while ownership of employer-sponsored plans remained unchanged.

There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.

As a senior research analyst at Robo Global, Lisa Chai helps manage a portfolio of index funds with a focus on robotics, automation and AI-related companies.

J.D. Power broke down self-directed investors into two categories for the first time, making the results especially instructive for advisors.

Many of those selected have focused their careers on helping women thrive in an industry where nearly 90% of the managers are men.