Investment strategies

Having credible, thoughtful answers to clients’ questions is essential to truly meeting a fiduciary standard of care.

The performance is different depending on the index provider used.

Asset allocation is the glue that connects and aligns an investor’s goals and strategies.

Figuring out how to make automated platforms appeal to planners has been a learning process, says the custodian’s technology executives.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

The key is creating a portfolio that clients will stick with through thick and thin.

The probability of success with stocks and bonds is higher and much easier.

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

Clients will flock to digital advice, but conditions favor incumbent firms, a study found.

There is something to be said for active managers in the age of Trump.

Figuring out how to build client portfolios now may leave advisors scratching their heads.

It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.

These turbulent times of regulatory upheaval have raised the existential question of how to adapt and protect profitability.

The IRS is relaxing some rules to make pulling money from retirement plans easier after hurricanes Irma and Harvey, but clients should remember the taxes and penalties associated with withdrawals are unchanged,

These funds can affordably provide clients with REIT exposure.

Why gaining short-term bond exposure through mutual funds isn’t a smart bet.

How to discuss risk when they become restless.

Despite having “exaggerated” merits, most strategic-beta ETPs outperformed their replicating portfolios, according to Morningstar.

When measured against a standard of care for best interest advice, digital wealth managers fall short, attorney Melanie Fein argues.

Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.