Investment strategies

"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Studies show smart beta beating their benchmarks more than active managers.

Investors are more likely to invest less aggressively over the years even if the decision does not make sense, according to a new study.

The benchmark MSCI emerging markets index advanced more than 11% last year, and this year to date gained another 14%.

Banks have warmed up to digital wealth management tools but will need to use their human advisers, too, to beat fintechs.

The digital platform was intended for use by all of the firm's wealth advisers.

Bond math can get complicated, but communicating and adapting to a changing world is what being a professional adviser is all about.

The move does not apply to the giant asset management firm's ETFs, and clients are not required to liquidate existing positions.

One way to effect positive change is by helping clients invest through a gender lens, says ThirtyNorth Investments exec Suzanne Mestayer.

Thematic ETFs have proliferated as funds started in the last six months looking to trade on political agendas, such as tax reform and infrastructure spending.

Young firm lays off 10; president who lead business-to-business effort resigns.

“Severely undervalued companies,” were highlighted by investment exec panelists at the annual Morningstar Investment Conference.

Index funds may not be the ideal choice, but there are better options than the active bond funds pushed at a Morningstar panel.

We must control our own bad behavior before we can become coaches for our clients, says contributor Allan Roth.

Ex-Goldman Sachs executive stresses advisers need sophisticated tools to compete in a crowded robo market.

As wealth management innovates, the ongoing trend is toward simplicity, transparency and greater value.

Bill Harris, head of the hybrid advice platform since its launch, will remain chairman.

Money has flowed out of the vehicles as growth favors stocks.