Investment strategies

Lattice Strategies founder, Theodore Lucas, and Darek Wojnar, head of single-asset strategies at Lattice, discuss the separately-managed account provider's first ETF offerings and investment focus on risk.

Advisors have been turning to securities overseas to develop tactical opportunities for their clients.

Deutsche Bank said it’s working to boost its investment in green bonds to 1 billion euros ($1.1 billion), joining competitors including Citigroup and Barclays in tapping profit from the quickly growing market.

Julius Baer Group is advising clients to switch out of Swiss franc cash accounts, saying it will refrain for now from emulating competitors by imposing new fees on such deposits.

When it comes to the ability of the U.S. government to finance itself in the bond market, this year will go down as as one of the best on record -- and dealers say 2015 will be no different.

The president's decision to bolster ties with the island nation will likely give banks relief from sanctions, as well as expanded opportunities for money transfers and the financing of U.S. exports.

With investors increasingly looking to U.S. stocks and turning away from emerging market equities, many advisors are urging clients to rebalance into that sector. But each of the BRIC countries has its problems.

Wealth management profit increased 41% to C$285 million from a year ago as fee-based client assets rose, while insurance more than doubled to C$256 million.

By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.

The end of the year is the perfect time to think about what you accomplished and what you want to accomplish in the next twelve months. This checklist will help ensure you've thought through the major considerations to plan your distribution strategy for 2015.

By making gifts through donor-advised funds, clients can get a tax break while still supporting an international charitable cause.

Royal Bank of Canada is exiting wealth management in the Caribbean, extending a retreat in its international wealth business that began last year in Latin America.

The Internal Revenue Service issued two items of guidance Wednesday in response to the need for charitable and other relief due to the Ebola outbreak in West Africa.

Recent mutual fund flows suggest more advisors are going across the pond when constructing their client portfolios.

Determining the “right” allocation to international equities for clients' portfolios isn’t easy and depends on who you ask.

New York is the capital of the art world, but brave investors may want to look farther afield for opportunities. Be very careful, advisors say.

Advisors should think carefully about finding the right macroeconomic numbers and statistics to share with clients.

When news accounts make clients jittery, advisors must help them strike a balance between bad news and the long view.

These funds may give clients access to well-priced properties in Asian and European real estate markets, plus a break from the U.S. interest rate cycle.

Gold investors saw their precious metal struggle last year after hitting an all-time high in 2011—today many advisors remain bearish.