Investment strategies

None of the leading 20 funds with a 50% to 70% equity allocation beat the gains of broader stock indexes over the past 10 years.

American Friends’ new database joins the expanding research and products on the marketplace, which experts say is at $17 trillion in assets — with room to grow.

Advisors scramble to help clients earn interest, but with rates set to rise in 2022, richer households could see their portfolios hit harder because of duration risk

With no standard definition of what constitutes a socially responsible investment, the SEC is looking to police funds and protect investors.

Investors might want to prepare for an extended bout of inflation, whether it comes or not.

With today’s generation of home buyers so rooted in a digital world, how will the financial services industry need to change to meet their needs? What new consumer technology will they need to adopt to meet consumers where they are? How will those approaches differ from how things have been done historically in the industry? Join us in a discussion with Blend’s Founder, Nima Ghamsari as we chat through how banks and financial institutions need to think through these questions.

Model portfolios gaining steam in wirehouse channel as advisors look to focus on higher levels of client service.

Mega tech companies offer less room for growth and face more regulatory burdens, the strategist says.

Bitcoin may be an expectation for some clients, but they're likely to be more angry if it goes bust than happy about gains.

Not only do the 20 funds in this ranking outperform broader markets, it may be "where investors will excel going forward," according to one expert.