Investment strategies

Automated investing platforms are making it tougher to charge for some financial advice, says Tiburon Strategic Advisors.

Unlike pension plans which rely on market returns to fund their payouts, Social Security puts its investments in U.S. Treasury debt, which yields only 1% in annual return.

Punished by the plunge in the energy sector, some advisers await a rebound that can take advantage of master limited partnerships’ tax status.

"We're moving to a subscription economy," says Motif CEO Hardeep Walia. "There are subscriptions for almost anything — music services, health care — why not investing?"

Altering the various components of a portfolio does not improve performance 100% of the time. However, it does improve the outcome often enough that it’s worth teaching your clients the ins and outs of this investment technique.

Echelon’s recent launch of a platform helps firms support firms’ ‘wealthtech’ strategies.

Massachusetts’ securities regulator tells the robo adviser to change its client communications policy by the end of September.

On-demand, highly specialized and competitively priced: If it works for car sharing, why not for financial services?

The argument for this investment approach looked weak in the first half of 2016.

It's one of the biggest hurdles many advisers face, and it's still critical for investing success, says T. Rowe Price's Brian Rogers.

An aggressive pricing strategy, new partnerships and the backing of a wealthy partner keeps the hybrid robo competitive.

The robo adviser expands its offerings and is developing a memo to answer concerns after the firm temporarily suspended trading the morning after the Brexit vote.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.

Every firm's focus is on capturing a share of the predicted $7 trillion market by 2020.

Clients are becoming less cautious about upping allocations to developed international and emerging market stocks, planners report.

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.

Preferred stocks are good candidates for retirees' investment portfolio as they can provide more income than corporate bonds.

These funds were once an insult to investors who prided themselves on picking the best stocks out of thousands.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

TDFs allow advisers to help create a retirement glide path, but selecting the right fund for the right path can be a challenge.