Portfolio

From recommending wrong share classes to cherry-picking allocations, these are the pitfalls advisers should avoid.

Use upside and downside capture ratios to analyze potential investment products, as well as help those who are nervous feel calmer about their portfolio.

Takahiro Kusakari's life changed in 2007 when the then 28-year-old stumbled into a seminar by the founder of Japan's biggest independent mutual fund.

Event-driven hedge funds speculating on corporate deals and restructurings are falling out of fashion, with investors withdrawing $31 billion from managers this year.

Unlike pension plans which rely on market returns to fund their payouts, Social Security puts its investments in U.S. Treasury debt, which yields only 1% in annual return.

Insurance industry giant targets RIA market via fee-based annuities.

Punished by the plunge in the energy sector, some advisers await a rebound that can take advantage of master limited partnerships’ tax status.

This group of planners can thank the Department of Labor for the new business.

The wirehouse has served as a major banker for the island commonwealth, which has been defaulting on a growing share of its debt and has been placed under federal financial oversight.

The ill-timed Alibaba trades add to the hedge fund industry’s woes as some of its biggest and best-known firms lose assets amid souring investor sentiment.