Investment strategies

Ellevest considers factors affecting women such as the gender pay gap, earnings power over time, risk preferences, longer lifespans and caretaking responsibilities.

Which funds that are approaching their target year have had the best five-year returns?

A trusted adviser’s job is to construct an appropriate asset allocation, identify all risks and tailor custom solutions.

Risk protection requires holding some investments that underperform when stocks rise, such as government bonds. But the payoff can come when the tide turns.

Ending a three-year slump with its largest quarterly increase in almost 30 years, the timing is right for a closer look, Lipper research analyst Patrick Keon says.

Wealthbalancer's developers say the multiple question approach employed by competing platforms is too general.

Telling good stories and providing clear graphics can help advisers manage emotions as well as assets.

Global bond funds have been gaining in popularity due to their increased diversification, larger opportunity set and ability to reduce exposure to any single central bank, two leading portfolio managers say.

A look at which months typically produce the best long-term results for different asset classes.

Here's how advisors can help their clients decide whether they want exposure to the commodity or to related equities in oil companies.

Given the potential for further ECB easing combined with Federal Reserve tightening in the near future, European stocks could perform well in the months ahead. Here are some European ETF choices for advisors and clients who favor dividend-paying equities.

Digital advice technology is more likely to enhance advisor productivity, not replace humans, according to a new Citigroup report.

With a debt restructuring likely, analysts see potential investment opportunities on the island, where clients from firms like UBS have sought to recoup losses on closed-end funds of municipal bonds.

With performance thriving and volatility trending lower, investors have pumped cash into high-yield municipal bond funds for the past 22 weeks to extend the sector’s more than two-year recovery.

Demand for global dividend ETFs has picked up.

One adviser goes head to head with the fund giant on fixed-income investing, managed payout and global bond funds, and the best solution for cash.

Your clients' money is no good to these portfolio managers, but investors who already own these funds can still reap the rewards.

Fund administrators will need to contend with technological change, increased client demands and new competition, according to a recent survey of management executives across the globe commissioned by FIS.

When market volatility rears its head, even the best of us find ourselves questioning our financial plans. So here are answers to these frequently asked questions to set your clients' mind at ease.

While some clients may worry about rising interest rates, other factors, such as China and energy, could have a much greater effect on stock prices in 2016.