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 ...

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 ...

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 ...

Any investing expert will tell you that the most important factor in building your portfolio is how you divide your money between stocks, bonds and cash. But applying that knowledge is no easy task, ...

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 ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration’s tariff policies sent many stock market indexes into ...

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 ...

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 ...

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 ...