Investment strategies

The Equifax hack has prompted the Trump administration to look at ways to establish a safer technology to replace the existing Social Security number.

Jay Shah says digital platforms will be judged on the quality of advisors they keep.

There is an uphill slog for independents as the largest firms gear up for a price war on three fronts: financial advice, online trading and ETFs.

Investing is far from simple once all the relevant aspects are considered – such as distribution and taxes. Advisor and retirement coach Holly Kylen discusses how advisors can educate and simplify the complex.

The firm uses academic research for specific guideposts on its way to serving clients and advisors.

When the markets post 10% returns, everyone feels great. So why do investors only glean a small portion of those gains?

Advisors are offered new automated tools to help clients manage a life after work.

The deal is part of the firm’s strategy to offer clients a focused set of specialist investment solutions.

Firms are still losing assets despite positive performance, according to Simcorp’s senior sales manager.

In light of the strength of the economy and the banks, does it make sense for advisors and their clients to avoid financials when looking at dividend-paying stocks?

Non-traditional asset classes include structured credit, reinsurance and alternative lending.

Most of the firm’s reticence has come down to a marketing debate.

Advisors must show how to consider the total cost of ownership.

A look at an 18-year period shows which is the better approach.

The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.

The options include indexes encompassing domestic, global and country-specific stocks.

Millennials want mobile-first digital advice, and will invest millions on such platforms.

Some investments are harder to advise on than others — think of rare coins and art — but advisors can distinguish themselves.

The company is evaluating ways to package both its quantitative and active strategies into the funds, according to a person familiar with the matter.

Smart beta and other factor investing often leads to more complexity than necessary.