Investments

Clients have the luxury of focusing on returns, but advisors need to add “risk adjusted” to their vocabulary.

Changes to the tone of forward guidance will add uncertainty to market expectations.

Since 2008, advisors are looking beyond the percentage of equities or bonds in a client’s portfolio.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.

Only 15% of bank customers at Bank of America use its online investment platform, but the company expects that figure to increase as it opens branches in nine major cities.

The once-hot investing strategy seems to have cooled off. Advisor Allan Roth hasn't lost all hope, however.

Members of Gen X and millennials seem to work harder to put their money where their mouths are.

Although banks and digital wealth startups seek to claim the same assets, they're finding common ground elsewhere.

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

How one advisor sees the outsized influence of Nobel laureate Daniel Kahneman on the financial planning industry.

There may be a chance to capitalize on the missed pricing that downgrades may cause.

Walt Bettinger also took aim at robo advisors at the Morningstar conference.

The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.

Even investors who aren’t ultrawealthy may be able to avoid income taxes on their investments with “off the rack” strategies similar to the specially designed life insurance contracts sold by some financial firms to ultrahigh-net-worth clients.

LIMRA predicts annuity sales could gain 5% to 10% in 2018.

Advisors should make sure they know how to discuss bonds in a new environment.

Banks are opting for a hybrid approach, augmenting in-person advice with digital guidance.

Outliers aside, fundamental indexing is still more expensive than old fashioned capitalization-weighted indexing.

These investments can help avoid getting caught up in market volatility as rates rise.

Advisors should make sure they know how to discuss bonds in a new environment.