Portfolio

Choosing where to allocate resources is never easy, but a grid, similar to this one used by Commonwealth’s Joni Youngwirth, can help.

It's expected that digital platforms will help advisors focus their offerings to serve specific client segments.

Customers will have two investment options: an ETF-only portfolio and one that includes actively managed mutual funds, along with index funds.

The question a Cetera advisor says he never wanted to get from a client: "How come this is $88,000 instead of $100,000?"

For the first time, ETFs are the most-popular options for both bonds and stocks from developing nations.

While mostly the purview of the big firms, smaller RIAs can get in on the act too. But they need to do their homework first.

John Zimmerman, president of an asset-management firm, will lead a team of approximately 10 professionals.

The recruit was overseeing 100 advisers responsible for $15 billion in client assets before joining the breakaway firm.

The ultrawealthy are taking more conservative positions this year, but younger investors are still bullish, according to a recent industry study.

Advisers also noted a dip in their clients’ retirement savings activity after the tax filing deadline passed.