Lee Conrad

Behavioral economics, essentially a combination of economics and psychology, is tailor-made to help straighten irrational decisions when it comes to portfolio construction.

How should banks approach the challenges ahead? Consultant Peter Bielan talks with Editor Lee Conrad.

You pick a fund for your client and it returns 20%. You're a genius – until you realize the benchmark returned 23%. Here are the top overachievers.

For clients who crave consistency and aren’t trying to blow the doors off, these funds are worth a look.

We reshuffled the ranking to list advisers by their production as a ratio of their AUM. Here are the top 25.

Actively managed funds saw the majority of the largest outflows this year as investors flocked to less expensive passive alternatives.

Passive investments garnered most of the investor cash so far in 2017, but beyond that it was a wide net: S&P 500, small cap, emerging markets, fixed income — anything that could be structured as an ETF.

Bankers and analysts are saying the fiduciary rule may weed out all but the top-tier advisers. Should you be worried?

While the markets soar, the high-net-worth crowd looks to Washington and is not pleased with what it sees.

Small-caps carry risk, but they don’t have to be expensive too. Here are 20 with the best returns over the past five years and the lowest expense ratios.

When markets are high, everyone feels like genius, but they still have to pay expenses. Help clients keep them low.

For clients who can’t stand being in the red, there are investment options. There are also caveats to consider, such as relatively high costs and lower returns.

Clients may become mesmerized by dazzling short-term returns, so consider pushing solid growth on the cheap.

Clients focus on returns, but advisers need to add “risk-adjusted” to their thinking.

The bank cited Cetera’s digital platform as an attraction that will offer a competitive advantage to help grow its business.

Amid the ups and downs of the bond markets, these funds attracted new investors.

Advisers will be challenged to evolve to remain successful in the new age of cheaper investing, shifting demographics and (at some point) a fiduciary standard, says Tim Coleman of Centier Bank.

If your clients pay the alternative minimum tax, these funds can help lower their tax liability.

These 20 funds didn't just rise with the tide, their returns topped their benchmarks.