Investment strategies

A welter of benchmarks and indexes makes it hard for retail investors and financial advisors to know exactly what they're buying

New research shows that higher-priced strategies can come with lower returns and greater risk — an urgent reason for advisors and investors to monitor the space.

Macro factors like inflation, Federal Reserve actions, midterm elections, Ukraine, energy, the euro and China seem likely to drive markets for at least the rest of the year.

America’s first leveraged single-stock ETFs will debut Thursday, despite warnings from the SEC.

The patriotic-themed fund would trade under the ticker YALL.

Traders are piling into exchange-traded funds that bet against U.S. stocks as the risk of recession and disappointment from the upcoming earnings season bolsters bearish sentiment in the market.

Obits for the traditional investing approach may be premature, according to a newsletter for Vanguard investors.

The ultrawealthy love niche investments, but not hedge funds.

In a down market "on sale" Roth conversions offer advisors a chance to generate tax alpha for their clients.

An ETF whose issuer had Martina Navratilova and Barney Frank on its board has shut down. What are the lessons for advisors and clients?

From growing interest among retail investors to their ability to unlock a new level of connection between advisors and clients, alternatives are anything but fringe.

Hedged strategies out of favor since the 2007-08 financial crisis could prove useful to older investors in today’s downward-moving markets.

It's another sign of the waning power of bonds as safe bets during a time of high inflation.

RIAs and asset managers explain how they’re navigating the challenges by examining the available data, shareholder votes and their own allocations.

A chief investment officer recounts the rise of “Bogle’s Folly” and delivers an optimistic preview of what the next phase of index investing’s growth will look like.

Use the “head fake” market rally to reduce interest-rate risk in your clients’ portfolios before the Fed rejoins the inflation battle.

Financial advisors can achieve up to 10.25% annual return, betting on recent college graduates who don’t want to damage their credit.

Higher fees, illiquidity and lack of transparency raise questions about suitability.

The regulator's proposal for sweeping disclosure rules is not making the asset management industry happy.