Investment strategies

Stepping in to help the company scale and manage product growth is industry veteran Ken Manning.

An expert agreed that an investor in their 20s doesn't need to worry too much about bonds, but in some situations a fixed-income "sliver" may make sense.

The broad market is rising, but so are the worries. See which cyclical funds have rewarded investors.

"If we don't see better-than anticipated corporate earnings I think the rally will be short-lived," Laurence Fink said.

Planners ask whether events like Brexit have rewritten the rules on current portfolio allocations.

Morningstar’s head of behavioral science, Stephen Wendel, discusses the frontiers that tech is opening for advisers at SourceMedia's In|Vest conference.

A firm's approach will have "a material impact on an adviser's service delivery, technology spend, business model and, last but not least, brand," an analyst says.

The IBD's top technologist's question for firms seeking upgrades: Are you sure you understand how you want to go to market?

In contrast to the predictions of an overthrow by robos, technology may save the relevance of some advisers.

Stocks have erased the losses triggered by the U.K.’s vote to leave the European Union, and a stronger-than-forecast payrolls report also helped allay investor concerns.

Recent market volatility has pitted advisers against clients over whether events such as Brexit represent a buying opportunity.

It's safety first for investors around the world as they assess the significance of Britain's vote to leave the European Union.

Specialty REITs, which can include a wide range of investments such as cell towers and college dorms, are on a tear this year. Check out the performance of other major categories.

Adding new technology is more likely to be chosen as one of the most important factors to enhance profitability.

Nearly 60% of wealthy baby boomers are more optimistic about tangible assets than about stocks, bonds, private equity and hedge funds, according to a recent U.S. Trust study.

"We always tell our client base that the potential opportunity is plentiful, but like every asset class, there is no guaranteed profit," says RBC adviser George Kursar.

LongTail Alpha plans at least two strategies that may be available for clients in separate accounts or funds.

Insurers including Northwestern Mutual are seeking to gain more capabilities through technology platforms.

As volatility remains a real concern, advisers will need to continue to transition into holistic and goals-based advice.

The firm's decision has advisers and clients questioning the investment policies and maturity of the digital platform.