Investment strategies

After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.

Advisors will walk a fine line as they reinforce fundamentals while leveraging market and tax-policy uncertainty, says Clayton Bland of CliftonLarsonAllen Wealth.

How technology is enabling new types of payment transmission and what this means for banking.

From the high price of gas to the size of his blue plate special, Roger Hewins sees worrying signs — and is prepping clients accordingly.

"Long volatility, or tail risk exposure, when added to a portfolio of stocks — and bonds — can greatly improve the risk characteristics while smoothing out returns," writes Jared Dillian.

A state treasurer’s program in collaboration with the Ford Foundation has attracted 18 firms including UBS, BlackRock, Morgan Stanley, Citi and Goldman Sachs.

So far, customers haven’t shown the same enthusiasm for their debuts as they have for their favorite meme stocks.

A research and methodology company with a star-studded board launched the product with an eye toward advisors, retail clients and institutional investors.

While the worries are all valid, they don’t mean the approach has suddenly become financial suicide overnight, writes Emily Cadman.

Once the cost of coverage is accounted for, the implied rate of return for investing through a return of premium term policy can be quite attractive, Derek Tharp writes.