Investment strategies

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.

The firm plans to charge nine basis points for exposure to a basket of large-cap stocks, lower than any other comparable offering.

Life after work is much more complicated now than the industry assumes it to be, says former HelloWallet founder Matt Fellowes.

To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.

Some advisers prefer to allot a small pool of money to 'play' with

Integrating the strategy into portfolios has become one way clients and institutions strive make a difference.

Be it retirement, college saving or planning for emergencies, goals should drive the investments.

Don't let momentum for an asset class in either direction overtake logic.

These firms may actually be the worst positioned to capitalize on the robo trend, Michael Kitces writes.

An offering that can grow with a client, Ally Invest's president says, will stand out in the digital advice field.

The new offering has been rolled out to roughly half of the 2.65 million households the bank serves, with the remainder to come on board by the end of September.

Contrary to industry chatter, the new standards will likely benefit advisors working with actively managed funds, Michael Kitces writes.