Investment strategies

Clients have a hundred—if not a thousand—possible options to consider when claiming Social Security benefits.

What’s more important: measuring overall portfolio performance, or analyzing separate asset classes?

Younger employees could be too confident in the abilities of automated retirement investment tools, study finds.

Investors pocketed some of the profits from a four-week rally that greeted 2018.

The strategy draws investor interest again, mostly on the strength of fixed income.

The increase comes after a 2% to 4% cut in 2016 when the firm reported its first revenue decline since 2009.

Cracks in the bullish trend are forming and will be painful for those riding the wave.

Technology will bring down price. Will advisors fight it or embrace it?

After years of posting disappointing results, Fidelity's actively managed mutual funds showed signs of improvement in 2017, excluding the flagship Fidelity Magellan.

A nuanced look at how U.S. equities performed under both presidents relative to historical averages and international markets. The answers weren't what we expected.

While the stock market remains strong, clients should stress-test their portfolios and ensure that they reflect their risk tolerance levels.

Cornerstone Capital founder Erika Karp says sustainable investing can "repair" capitalism and predicts it will become mainstream in the future.

The software is powered by analytics previously available only to larger institutions.

How will companies share their tax windfalls?

Portfolio managers from T. Rowe Price, Fidelity and Pimco are among those nominated for the awards.

Industry critiques of Wealthfront reflect doubts about first-generation digital platforms.

In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

The milestone cements the dominance achieved by large institutions in the online space.

The independent robo advisor has amassed just over $9 billion in assets under management since launching in late 2011.