Portfolio

These funds can affordably provide clients with REIT exposure.

"We're offering the same if not better-quality products at a highly reduced fee," said Eileen Duff, head of distribution at iCapital Network.

SunTrust Investment Services collected more than $1.1 million in avoidable 12b-1 mutual fund fees from more than 4,500 accounts, the SEC charged.

Are HSAs here to stay? One advisor’s prediction.

It can be expensive and time consuming. Is it worth it?

Clients in their 30s offer long-term value and are cheap to acquire. But they can be time consuming, interacting almost 15 times a year on average with their advisors.

Why gaining short-term bond exposure through mutual funds isn’t a smart bet.

After spending a week holed up with several dozen employees in a New York hotel, the $1.4 billion hedge fund manager returned to Florida with a new focus.

Advisors are in trouble if they neglect a client’s health needs.

Details matter, explains an expert, like where their boat is docked.