Portfolio management

The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.

Advisor "reaped substantial profits" from 65 clients by using block accounts, the regulator says.

Pairing a variety of Vanguard bond funds with an S&P 500 fund may help you rethink how to craft the classic 60% equity, 40% bond portfolio.

YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.

The offerings saw decent demand, given the market is facing a deluge of sales following the recent U.S. debt ceiling suspension.

The stock market only had a taste of the potential damage — with the biggest test yet to come.

The SPDR fund's newfound appeal may be linked to its dividend yield, which has jumped to its highest level since 2008.

Advisors should consider how they are preparing for a rising rate environment.

Concerns came into focus when a $1.9 billion exchange traded note lost 90% of its value in a single day.

After stellar performance in a hectic decade, advisors home in on these funds.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

Getting clients to understand how volatility is an essential part of investing isn’t easy, but is even harder when stocks had been in the midst of an uninterrupted bull run.

What’s more important: measuring overall portfolio performance, or analyzing separate asset classes?

A more comprehensive approach to low-cost investing could save thousands for retirement age clients.

The regulator asked sponsors to hold off on registering funds investing in the currencies. Here’s why.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

The software is powered by analytics previously available only to larger institutions.

Here's how independent advisors can build a culture of zero tolerance for gender discrimination.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.