Portfolio management

A little-noticed change to "overflow" money will push down customers' yields at a time of rapidly rising interest rates — unless they opt out.

The "set it and forget it" approach has gained popularity in recent years, but a more active approach has its advantages in a volatile market. Here's the case for each.

The latest data on contracting economic growth means a recession in popular terms, but not in official ones.

The workhouse strategy isn’t dead — it’s merely taking a pause amid market volatility.

New research shows that higher-priced strategies can come with lower returns and greater risk — an urgent reason for advisors and investors to monitor the space.

Macro factors like inflation, Federal Reserve actions, midterm elections, Ukraine, energy, the euro and China seem likely to drive markets for at least the rest of the year.

Storing oil, gold and grain costs a lot of money, which is why they're great for trading but terrible as a long-term investment.

By taking the manual labor out of data management and upkeep, experts can reach new clients and better serve their existing ones.

Obits for the traditional investing approach may be premature, according to a newsletter for Vanguard investors.

"It's probably the only asset class where maybe the client knows more than the advisor right now," Maxwell Lane, head of product for Flourish, said at Financial Planning's Invest conference.

The ultrawealthy love niche investments, but not hedge funds.

Once the province of wealthy investors thanks to high minimums, creating your own custom stock index can now cost less than a gallon of gas.

It's another sign of the waning power of bonds as safe bets during a time of high inflation.

New technology, cryptocurrency, sustainability and other trends within the financial world are on the docket at this year's conference.

FPA members and XY Planning Network financial advisors share how they discuss fund yields with clients.

Why now is the time to shift portfolios from risk-on mode to risk-off.

The size of their returns during the past decade belie their negative yields so far this year.

The firm will soon launch a product that will allow 401(k) plan participants to direct a portion of their savings into bitcoin up to a cap of 20%. 

A new Charles Schwab study points to the lack of pension plans as one factor pushing millennials to start saving for retirement on their own.

Tokenization can unlock new hedging and investment opportunities.