Investment strategies

The smart-beta pioneer and sub-advisor to money managers has re-calibrated its forecasts after the coronavirus-induced crash reshaped markets.

Even when the market was climbing to records earlier this year, John Miller’s risk appetite exceeded that of some of his peers.

Proponents have long touted the new structure as a way for the industry to compete with mutual funds.

With fewer people investing in active strategies and more options to choose from, competition is extremely fierce.

Turning loss into profit in down markets can seem like magic to some clients.

“The data that the market typically relies on is too slow to keep up with how rapidly the situation has been changing," says Richard Bernstein Advisors' deputy CIO.

Emulating traditional advisors, digital advisors are moving in the direction of planning offerings and advisor-client contact (albeit virtual).

Morningstar finds that active managers have left a lot to be desired.

Clients are advised to keep some of their savings in cash and focus on their long-term prospects.

Fund managers may be better equipped to weather the market storm than their passive peers because of their ability to quickly cut risk.

The ETF’s debut marks the first big entrant into the zero-cost space with the potential to shake up products from BlackRock, State Street and Vanguard.

Passive ETFs are often among the first to feel the pain of investors fleeing risky emerging markets for safer assets.

The percentage of women managers fell even among passive funds, a booming area of the industry that was a hot-spot for female talent.

Many wealth management trends never caught on. This one is no passing fad, however.

The bank’s $1 billion annual tech spend is part of its arsenal.

The firm has stepped up its focus on income-related products as it seeks to attract a larger share of the retirement business.

Two years after the tax law eliminated write-offs for investment costs and advice, lawyers say they have found a loophole hidden in years-old IRS case law.

Investment in socially beneficial activities can be worthwhile. But it ignores the question of who decides what is beneficial.

In a new episode of Financial Planning’s In|Vest Podcast, the impact investing consultant explains what prompted her to start collecting accounts of harassment, assault and discrimination.

The all-in-one platform model is attracting some of the largest firms as consumers increasingly acclimate to housing all their financial needs under one roof.