Portfolio

A typically "balanced" portfolio (with 60% in stocks and 40% in bonds) yielded a return of 4% or more just 66% of the time.

Clear goals, an informed focus and effective execution equals better performance.

A unique structure that allows a client some income tax benefits, while also excluding trust assets from an estate.

Clear goals, an informed focus and effective execution equals better performance.

The annual Tech Survey reveals the trends that will separate future digital winners from losers.

David Hunt, CEO of Prudential Investment Management, also said investors should guard against excessive optimism after voters selected Donald Trump as president.

In the future, the wealth management client may look different than what you'd expect.

Following Donald Trump's win in the U.S. presidential election, bullion slumped to a nine-month low on speculation that his pledges would boost interest rates.

A handy guide for advisers, legislators and regulators to decode the jargon used to talk about issues important to the planning profession.

Automation tech wants to take financial sector jobs and do them for free. In the long run, that hurts the economy.