Portfolio

Viewing these services only as a threat may mean a firm is selling clients short.

Investors see a nearly 80% chance that rates will be unchanged at the next two meetings of the Federal Open Market Committee, according to prices of options on eurodollar futures contracts.

LongTail Alpha plans at least two strategies that may be available for clients in separate accounts or funds.

In the second part of his interview with Money Management Executive, Menard expands on the firm’s strategy toward product innovation and what business it won’t pursue.

Insurers including Northwestern Mutual are seeking to gain more capabilities through technology platforms.

As volatility remains a real concern, advisers will need to continue to transition into holistic and goals-based advice.

An estate-planning process that asks about contaminated property can save heirs from unpleasant surprises.

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

Consider high-yield muni bond funds to combat a client's fears after the UK's leave vote. Plus, a benefit couples should consider before getting divorced.