Investment strategies

The fifth-biggest bank in the U.S. strikes deal with BlackRock’s FutureAdvisor to offer automated investing service.

Drivers in Seattle, Boston, Chicago, and New Jersey will be offered IRAs first, with plans to expand to other cities later this year.

Raw performance grabs headlines, but highlighting the benefits of diversification is more beneficial for those who react poorly during periods of market volatility.

Kavout and qplum claim their technology and founding teams set them apart from competition in the space.

Banks are creating tech to do chores previously performed by people in operations, wealth management, algorithmic trading and risk management.

Given retirees’ unease about the future, spending down principal can prove a curious challenge.

The IRS has proposed regulations that could reduce or eliminate valuation discounts for the wealthy by the end of the year.

With a dearth of income alternatives for clients, advisers need to know that there are still some stocks that can do the trick.

Clients are anticipating volatility and favoring defensive allocations no matter the outcome, say advisers who participated in a recent poll.

American Growth Fund announces its first offering focused on the legalized marijuana business.

One criticism of online advice providers is that they must improve how they communicate to their customer what to expect when support is provided.

If your clients are looking for income, these funds have the highest expected dividend payments compared to current prices.

While discount pricing can create confusion, these funds can also create opportunities for clients to unlock long-term cash flows.

Performance demonstrates instruments’ strength and ability to offer protection.

Clients are hesitant to invest more in the face of global upheaval, advisers say, citing the recent coup attempt in Turkey, terrorist attacks and the outcome of the U.S. election.

The digital M&A trend has much in common with the wildly popular game app.

"The business model of the asset management industry is really archaic," says Scott MacKillop, founder of First Ascent Asset Management.

The volatility can be painful, but these funds are often used to diversify portfolios and generate alpha.

The freedom to choose a more conservative retirement model is predicated on using a lower withdrawal rate.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.