Portfolio

Some clients want fancy flavors, but their funds don’t have to be the equivalent of chili coconut.

These seven mutual funds have had the most up years since the mid-1990s.

DoL regulators say they allowed for annuities and nontraded REITs in retirement accounts because they wanted to avoid the risk of clients taking heavy losses by exiting certain investments precipitously.

Competition may drive wealth management firms to make some unprecedented offers to advisors on the move, leading recruiters say.

The rush is on to replace people with software in Europe’s insurance industry as cost cutting and automation become increasingly crucial to bolstering earnings.

Here's how advisors can help their clients decide whether they want exposure to the commodity or to related equities in oil companies.

New CFPB rules may prompt more class-action suits against retail banks, aiding advisors and their clients.

Head of Wall Street trade group calls Labor Department's final fiduciary rule an "exceedingly prescriptive" regulation that will tie up compliance departments for months.

Imposing a new arbitration clause, without any input on the process, is deeply disconcerting, writes our columnist.

Client should consider their life expectancy and get a cash-refund policy so their loved ones can inherit the money in case they die before the payouts start.