Investment strategies

The ninth-largest dividend cut ever in the S&P 500 raises concerns of sector concentration.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

While clients cannot determine their health care expenses and taxes in retirement, they can improve their prospects by minimizing investment fees and diversifying their portfolios.

Can Bruce Bond shake up the insurance industry with a better mouse trap?

The proposed overhaul may severely limit investors’ ability to minimize capital gains on stock.

These three bellwethers offer insight into the forces that will shape the investing landscape in the decade to come.

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

The $284 billion asset manager aims to track municipal bond prices in its mutual funds with the service.

Factor-based approaches to index investing have won heaps of investment. Can it last?

The brokerage says its Access Investing service is now available to clients with at least $5,000 to invest.

A collaboration with Lincoln has yielded 30 platform enhancements for advisors, with more to follow.

The Stock Protection Fund is intended to help clients in very specific circumstances.

"I was making money hand-over-fist, and I couldn’t sleep," says Dave Grant of his brief dally in the cryptocurrency.

A new body of research suggests an ideal retirement-planning approach may exist — but buyer beware.

Advisors must understand the unique challenges presented by these companies.

A 10-fold return has made the cryptocurrency hard to ignore — even as experts warn about risks.

The No. 1 competitor for its robo and hybrid platforms is neither Vanguard nor any startup, says Tobin McDaniel, president of Schwab Wealth Investment Advisory.