Portfolio

ETFs are product of choice as 83% of advisers say they currently hold them in their portfolios or are recommending them to clients in the future, according to a recent survey.

With a few simple tweaks to their strategy, planners can stop making flubs that can hurt their business — or even their personal brand.

These trusts are holding their value and merit an allocation.

In an excerpt from his new book, Gregory Curtis discusses why it is all about damage control.

New flavors in a portfolio can help juice returns, but beware of the risks.

As clients get into their fifties, they need to start looking at where they are and start ramping up their retirement and investing planning.

As social investing has broadened its horizons, returns have also improved, says Matt Papazian, CIO of Cardan Capital Partners.

Advisers may want to point out to clients that protection against exchange rate fluctuations can have major consequences.

The regulator says that it issued a notice in 2009 to broker-dealers regarding the risks and complexities of nontraditional ETFs. FINRA says Oppenheimer failed to implement these policies.

Investors poured an estimated $144 million into the Janus Global Unconstrained Bond Fund in May.