Portfolio management

The 2,500-advisor firm is sneaking up on larger rivals by adopting an approach that’s increasingly popular across wealth management.

The quant manager has been warning for years that investor objectives are going to be increasingly hard to meet amid “soberingly low” gains.

ETFs targeting the hottest investment themes have lost as much as 5% per year on a risk-adjusted basis between 2000 and 2019, research shows.

The fund has returned about 42% since its April 7 launch compared to an 8.9% gain for its benchmark over the same period.

The top 20 carried an average expense ratio of more than three times the broader industry.

These 20 mutual funds and ETFs here are home to roughly $45 billion in assets.

Probabilistic forecasts provide a durable framework for a sound financial future, the author says, and offers some for the new year.

The top 20 more than doubled the gains of their fixed-income industry peers.

Despite lofty markets, offering a “lazy” portfolio may doom a number of ill-prepared planners in the coming year, our columnist warns.

The scale of the withdrawal indicates that the ETF is both being used by large institutions and a favorite with retail investors, an expert says.

While broadening stock-market gains may one day provide more fertile ground for picking equities, right now fundamental managers are struggling.

Orion, Riskalyze and AdvisorPeak hope to offer a replacement to TradeWarrior, which will close on Dec. 31.

The 20 mutual funds and ETFs on this list have an average fee of roughly 111 basis points.

Loose monetary policy and huge stimulus injections have some investors questioning the validity of traditional long-term approaches.

Far from commoditized, digital advisors' performance varies widely, according to new research.

The top 20 have delivered overall outperformance. However, their gains come with fees more than twice the industry average.

The more out-of-left-field the change, the more profound the lesson learned, our columnist has found in the corporate and individual practice realms.

Clients should save political beliefs for the polling place and letters to elected representatives; don’t let them cloud your investment decisions, writes financial planner Kimberly Foss.

“Their top holdings are focused on those companies that have benefited in a post-COVID world,” an expert says.