Andrew Shilling

Industry leaders weigh in on key issues, including technology advancements, the increasing focus on ESG and developments in ETFs.

Clients have the luxury of focusing on returns, but advisors need to add “risk adjusted” to their vocabulary.

Since 2008, advisors are looking beyond the percentage of equities or bonds in a client’s portfolio.

Almost all young investors polled by Schwab expect the funds to be their primary investment vehicle in the future.

While passive funds track an index, active managers can still beat the averages and earn the much-discussed small-cap premium.

Clients should not only check the fees, but also compare their after-tax returns.

Reporting to the IRS can be complicated and boost preparation fees by as much as 300%.

When clients are too focused on returns, bring the discussion back to expenses.

Although designed to spur productivity, the Tax Cuts and Jobs Act could have the reverse effect.

Since becoming Franklin Resource's first woman president, Jenny Johnson oversees a majority of the firm’s investment management services.

The average annualized return of the top 20 funds has been nearly 15%.

While it offers a hefty tax deduction for pass-through income, an expert says the rules are a "convoluted mess.”

They have time on their side, but compounding won’t work if they’re all in cash.

One strategy includes encouraging clients to wait until the age of 70 to start collecting Social Security benefits.

Muni funds should become more attractive under the new tax laws, say market observers.

The effects are looking like "every other much-hyped tax cut of the past three decades.”

Although annuities incur taxes and costs, clients "can invest the same amount into a diversified municipal bond portfolio and pay no taxes,” an expert says.

Industry leaders were selected from Voya Investment Management, Franklin Templeton Investments, Carson Group and more.

These retirement funds may all look alike, but can be very different when it comes to returns, asset allocation and expenses.

Many are unaware that they are responsible for a majority of their medical expenses, aside from premiums and coinsurance costs.