Portfolio

The strategy raises tricky tax reporting and regulatory questions.

Working with exactly the right type of client will enable you to accelerate your success in a way that working with every type of client never can.

Executives from the Alternative and Direct Investment Securities Association discuss challenges the nontraded REIT industry faces in light of the DoL's newly introduced fiduciary rule.

Taxes may dictate whether assets fit into a regular or a retirement account.

The proposals would enhance retirement security for those who depend most on the program; plus, three ways to lower long-term-care insurance premiums.

Whether clients are making 529 plan distributions, a direct tuition payment or an in-kind gift, for grandparents, timing is everything.

"The market has now almost completely priced out a rate normalization cycle, pricing only one 25 basis point hike over the next three years," a team at Deutsche Bank wrote.

The heavy buying in the ETF continued on Thursday, with two trades worth a combined $57 million.

"I expect a seismic change as product manufacturers will have to adapt to the new rule," says NextCapital's Rob Forreger.

As many high-fee hedge funds have discovered, promising a smooth ride can eliminate returns.