Portfolio

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.

Preferred stocks are good candidates for retirees' investment portfolio as they can provide more income than corporate bonds.

These funds were once an insult to investors who prided themselves on picking the best stocks out of thousands.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

The dollar strengthened and Treasuries extended their steepest monthly loss since June 2015 amid hawkish rhetoric from Federal Reserve officials over the past two weeks.

Low-cost, online managed accounts may become table stakes for wealth management firms.

Aside from being impractical to build in the infancy of computers, an index fund, at one time, was an insult to investors who prided themselves on picking the best stocks out of thousands.

Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.

For value-minded clients, here are the cheapest funds (10 basis points or less) with the best 3-year performances.

How Todd Sacks joined an elite ranking of wealth management supervisors.