Asset allocation software applications can help smooth the task of figuring what mix of investments will meet your clients' stated goals. Keep in mind that there are no real standards when it comes to ...

THE APPROPRIATE APP Software is a big help not only in creating a financial plan for a client, but in doing the research and analysis. We tested a half-dozen financial-planning tools that perform ...

Robo-advisers are all the rage. A robo-adviser is software – usually a website or an app on a mobile device – that provides financial advice or performs portfolio management online with minimal human ...

For some financial advisors, identifying a client's risk tolerance can be a highly subjective and often inaccurate process. Even more confusing is the linkage between a derived risk tolerance level ...

A version of this article previously appeared on Jan. 25, 2021. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers the highest possible ...

Investment advisors often talk to their clients about "asset allocation" without much explanation. Too bad, because it's worth your while as a retirement investor to understand what asset allocation ...

When your desired asset allocation gets out of whack, here's what to do about it Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking ...

Asset allocation is the strategy of allocating your investment portfolio among asset classes with various risk and return characteristics. The main purpose of asset allocation is to diversify your ...

Equities have displayed their wealth-creation potential over the long term. Recognising this, individual investors – particularly since 2020 – have shown keen interest in mutual funds. The rise in ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

Multi-asset allocation mutual funds have emerged as the star performers among hybrid schemes, delivering the highest returns over both one-year and three-year periods, according to a recent analysis ...

The following is part of our 21 Days to Improve Your Financial Life special report. Like so many aspects of investing, the precisely right asset allocation--the mix of stocks and bonds that delivers ...