Investment strategies

Wealthfront gives users more control over their money with automatic transfers to savings accounts or ETFs.

Some of the biggest laggards have managed short-term gains of more than 40%.

Among some 500 large-cap U.S. mutual funds, those with at least one-third of manager positions held by women have beaten those with none, data show.

“The reality is they were always supported by a large team,” according to CEO Jenny Johnson.

Advisors, nervous about the exposure, say they are struggling to get clients to switch things up.

A range of factors have been cited for the clean-tech rally, including maturing wind and solar industries after a collapse in oil prices earlier this year.

Fees for the category's best performing mutual funds and ETFs are much like the price of bullion: expensive.

“How many minority-owned ETFs do you know?” an advisor asks.

Innovator ETFs, an asset manager, will debut its so-called buffer funds at a time when Treasury yields are hovering near historic lows and duration risk climbs.

“If you decide to make the portfolio more conservative, make sure you have a plan — an exact plan — on when to come back,” an expert says.