Investment strategies

Naureen Hassan says tools in development will make advisers "faster and smarter" in serving clients.

For those worried that high valuations guarantee trouble in the markets, data shows pricey equities can get even pricier.

Fundamental indexing is drawing more scrutiny, and greater concern about how these indexes are assembled.

Real estate can be a good investment because historical data show that increases in rental rates outpace inflation, but there are caveats for clients to consider.

If these ratios increase along with stock prices, how high is too high?

Digital advice can help bank customers engage in a range of financial decisions that go beyond retirement planning and wealth management.

The firm is adjusting to more investors opting for low-cost funds over active management.

Aside from stocks, strong and consistent trends have been hard to come by this year.

Nearly $500 billion of funds held by millennials is up for grabs.

Tech tools can make planning more efficient and show the value of the service, experts say.

Those unwilling to embrace technology will be left behind, wealth management leaders warn.

"Everything people thought was cool in 2014 is table stakes in 2017," said Kendra Thompson, head of Accenture’s global wealth management practice.

The once dubbed masters of the universe have barely made money this year and once again, their returns pale next to those of cheaper index funds.

Prices that reached an almost seven-month high in June have now dropped for five straight weeks, the longest slump this year.

The new job will focus on middle-office services like hedge funds, software solutions and the firm’s message and connectivity engine.

The influence of index and ETFs is growing, but it's not destabilizing yet.

East Capital’s founder says investors struggling to demonstrate value in the face of competition from ETFs should take a lesson from investing in Russia.

July 10: U.S. Trust’s Scott Reeves has faced skepticism about his firm’s strategy. He welcomes the chance to challenge any misconceptions.

Popular microinvesting apps targeting novice investors are charging total fees well in excess of other options, says an industry observer.

U.S. Global's fund enters the market at a time when the precious metal is down roughly 10% from its peak a year ago.