Investment strategies

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.

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.