Investment strategies

Firms need to keep up with the dramatic increase in expectations for a better user experience.

The search is on for "potential strategic partners" says the robo advice provider's CEO, Rich Cancro.

The investment bank is well behind most of its competitors and is priced well above the most attractive price points.

In the latest episode of Financial Planning’s new podcast series, advisor Rachel Robasciotti discusses her activism around mandatory arbitration and relates the remarkable story behind her RIA.

The green investing movement has totaled at least $30.7 trillion of funds held in sustainable or green investments in 2018, up 34% from 2016, data show.

Even dedicated ESG indexes have shortcomings that many investors are probably unaware of, an expert says.

Many pre-retirees leave the workforce sooner than anticipated as a result of various factors, such as job loss and illness.

The move expands the manager’s commission-free platform, which has included all mutual funds since 1977 and all ETFs since 2010.

Macro funds, which invest in broad global trends, had the biggest disparity.

Retirees may benefit from moving money to various locations that offer better savings rates and returns.

To grow, firms need to be as engaged in the marketing and sales side of their business as they are in the investment side.

Once a top-performing fund with assets well over double today’s value, Templeton’s flagship bond fund has been diminished by the march of passive investments.

Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.

The 82-year-old company’s strategy has helped secure net inflows in all but one of the five years through 2018.

With Portfolio Intelligent Income, the discount brokerage is shifting some of its focus toward clients ready to spend their investments.

Setting up a tax-advantaged retirement account, automating contributions and reducing their overall expenses are a few strategies to get back on track.

“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.

Funds that track custom-built indexes often seek exposure to securities based on factors like ESG and strategies that would typically be actively managed.