Investment strategies

This method allows advisers to focus on market data evidence and academic research.

Advisers say they have been asked to allocate less to equities and bonds in the face of global and political turmoil.

How a bundle of joy can reduce your client's IRS payment. Plus, the benefits of charitable remainder trusts and 20 common investing mistakes.

The practice can seem counterintuitive to clients. Here’s how to break through their resistance.

A behavioral index fund is one investment option that is sorely missing from the marketplace, says Allan S. Roth of Wealth Logic.

Educate them on the risks and lower volatility of a geographically diversified portfolio.

A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.

Careful choice, effective communication are key for including debt in a client's portfolio

Patience is a virtue, but advisers can suggest it as a portfolio diversifier that clients can actually control.

The latest deal with heavyweights including Eaton Vance challenges industry predictions that robos would die off.

Funds built with these tax-advantaged bonds resulted in strong returns in recent years – and even no fees in a few cases.

For Vanguard founder John Bogle, the "tyranny of compounding costs" makes the difference between investors who win and others who lose.

Rates have been on hold amid market volatility and a slowdown in U.S. growth.

A deep dive into millennial's financial habits shows a stark generational difference from boomers when it comes to leaving the nest.

Those still accumulating for retirement can also be affected but there are some important caveats, explains Michael Kitces.

A typical fund with an expense ratio of 0.75% will set a young investor back by nearly a half million dollars over the span of 40 years; plus, the portfolio strategy your clients need before and during retirement.

If clients are seeking performance steadiness, help them build a diversified portfolio that includes exciting engine asset classes but also some that will act as safety brakes.

Wealth managers report being divided on whether to allocate more client funds to global or domestic stocks.

When retirement is still nearly two decades off, which funds posted the best five-year returns?