Investment strategies

Many advisors want nothing to do with cryptocurrency.

ETFs with specific approaches can yield tactical dividends.

Often derided, a small amount of the precious metal can help clients diversify.

Advisors can differentiate their practices by helping clients help communities in need.

Some clients may demand more evidence of actual outcomes.

Even alternatives must be readily convertible to cash.

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

If one day’s immersion in world news teaches us anything, it is that risk is not just a game.

A proliferation of ETFs raises the stakes of distinguishing between passive and active. It's smart to be a little skeptical.

The 22 million Gen X and Gen Y clients banking with Wells are a competitive advantage for its digital advice platform, executives say.

Sometimes it makes sense to pay more.

With so many choices available, it can be tough to cut through the noise. Here's how.

Self-directed IRAs can provide solid returns and tax protection.

The Silicon Valley-based digital advisor is taking pages from the playbook of traditional wealth management firms.

The average fund posted a 12.6% annual gain compared to 7.6% for the S&P 500.

One alternative tactic, though expensive, includes buying put options on equities or an index, according to the team.

Apex Clearing’s new partner says it’s growing by $50 million to $100 million in assets each month.

Instead, Morningstar should offer a curated menu of fund data and let investors decide which funds are best.