Portfolio management

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

Factor-based approaches to index investing have won heaps of investment. Can it last?

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

The Stock Protection Fund is intended to help clients in very specific circumstances.

A new body of research suggests an ideal retirement-planning approach may exist — but buyer beware.

Advisors must understand the unique challenges presented by these companies.

Analysts are worried that flows to passive funds may create lockstep moves between shares, distorting the market.

Conventional wisdom is that 60/40 portfolio is highly effective. But there could be a better way to accompany large-cap U.S. stocks than U.S. bonds.

The funds will classify stocks using artificial intelligence.

Target date funds assume that the path to one’s golden years is linear and predictable.

It is "not for the faint of heart; it's a very fickle market," one advisor says.

Sometimes, a total non-U.S. stock index offering may backfire.

It's not just for December, but a smart approach throughout the year.

Ignoring lessons from past income-boosting strategies can lead to disastrous results.

The great value in simplicity is that the client can personally identify with the investment approach.