Investment strategies

"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.

The cryptocurrency is viable, more private and more secure than the world’s major reserve currencies, proponents argue. They are wrong.

The seven funds are expected to begin trading in the first quarter.

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.

Target date funds assume that the path to one’s golden years is linear and predictable.

It is "not for the faint of heart; it's a very fickle market," one advisor says.

Sometimes, a total non-U.S. stock index offering may backfire.

It's not just for December, but a smart approach throughout the year.

The firm will now directly link to Acorns, following its roughly $30 million investment in the microinvesting app.

After building an empire on passive funds, the world’s largest asset manager is readying a suite of actively managed funds.

How do advisors navigate all the client portals?

They have become increasingly attractive as real estate prices climb.

Most of the barriers protecting wealth management from tech competitors have been chipped away, executives say.

There will still be several different methods to have the fee waived.

Equine exposure should be done outside the core portfolio, using discretionary funds.