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Investors looking to acquire dividend-oriented equity funds must navigate a number of portfolio options -- and a related set of challenges.
The insurance needs of ultrawealthy clients differ from those of the average client and the insurance industry has developed special products to meet those needs.
High-net-worth clients may be concerned about various threats to their security. Here are some ways advisors can help.
As fixed-income bets disappoint, multisector bond funds have gained notice. But not all advisors are smitten.
Advisors must consider whether bank stocks pose a particular risk to dividend-focused clients.
Contrary to popular belief, there are some tech stocks that offer dividends for a client portfolio. Here are a few ways to find them.
Use these 7 tips to help existing clients' offspring - and start building a relationship with younger prospects.
These income-generating equities tend to behave differently from other stocks. They may deserve a portfolio allocation of their own.
A top performer in the large growth category, Thornburg International Growth Fund is hard to pigeonhole.
ETFs let you maintain asset allocation while taking tax losses.
Job insecurity has focused attention on the need for emergency cash.
A bond ladder can mitigate interest rate risk, but individual bonds require in-depth research. The diversification of a fund tempers credit risk, but be wary of extended duration.
But beware, moves made in a portfolio should always take into consideration the client’s risk tolerance and long-term goals.
With markets moving swiftly, advisors sometimes rebalance more than once a year.
Using mostly passive strategies results in lower fees and better performance, but there are cases where active management can add value.
The company announced Thursday that Schwab Investment Management would be introducing six new ETFs, weighted by fundamental factors instead of by traditional market capitalization.
Advisors can use a focus on payout increases to create handsome total returns for their clients.
Appearing before groups is part of an advisor's job. Here's how to beat the public-speaking jitters.
Foreign dividend stocks and exchange traded funds may be helpful for investors looking for income, but not all foreign companies have histories of dividend increases.
The 21 countries in the MSCI Emerging Markets Index include South Korea, with the world’s 12th-largest GDP, and Taiwan, which ranks 20th. Should these heavyweights be in your clients’ emerging markets allocation?