Investments

A trusted adviser’s job is to construct an appropriate asset allocation, identify all risks and tailor custom solutions.

Investors often think their time and savings are running out and micromanage their investments despite having hired a financial adviser.

The move broadens its line of digital advice offerings to better serve a variety of clients, says Pershing Advisor Solutions CEO Mark Tibergien.

Risk protection requires holding some investments that underperform when stocks rise, such as government bonds. But the payoff can come when the tide turns.

Not every ETF launch works. But a team effort and a compelling idea can make an ETF a success in an industry where a handful of dominant firms and smaller players compete aggressively for assets.

MetLife, the largest U.S. life insurer, posted first-quarter profit that missed analysts’ estimates as investment income declined on a slump in hedge fund holdings.

Nearly four decades after adopting passive investing techniques, Vanguard's founder finally sees the approach pay off; plus, Social Security filing tactics your clients need to consider.

This asset class has faced an uphill battle in a sector defined by low-cost, index-hugging funds, but there are some true standouts.

Ending a three-year slump with its largest quarterly increase in almost 30 years, the timing is right for a closer look, Lipper research analyst Patrick Keon says.

Wealthbalancer's developers say the multiple question approach employed by competing platforms is too general.

Investment professionals foresaw the greatest risks in flawed algorithms, according to a global survey.

Program managers bridge the gap between banks and their advisers and today they're facing more challenges than ever. The best look for champions, call meetings and talk a lot.

Industry regulator levies its largest penalty involving variable annuities after claiming a long-running effort misrepresented annuity features and steered clients into costlier products.

People with the highest income bailed from stocks disproportionately on the worst days of the financial crisis, according to a new Ohio State University and University of Michigan study.

Low rates may prove a more enduring challenge than even MetLife Chief Executive Steve Kandarian’s fight against government regulation.

Telling good stories and providing clear graphics can help advisers manage emotions as well as assets.

Global bond funds have been gaining in popularity due to their increased diversification, larger opportunity set and ability to reduce exposure to any single central bank, two leading portfolio managers say.

Jon Xu, chief technology officer and co-founder of FutureAdvisor, says the financial industry has only begun to tap the data available to it.

Gregory Nassour helps run almost $100 billion in U.S. bond mutual fund money -- but there's a reason you've never heard of him. He works at Vanguard and shuns the limelight.

Who benefits from a new law that allows retirees to make donations to charities directly from their IRAs? Plus, retirement challenges even millennials with 401(k)s will face.