Portfolio

Mutual funds are falling out of favor as planners embrace passive investing, according to a survey.

The firm, which acted as a custodian for a defunct RIA, allegedly failed to make material disclosures to clients regarding their accounts.

With retirement accounts being affected by the upcoming fiduciary rule, many advisers aren’t sure what their first step should be.

An ounce of gold bought as little as 73.1 ounces of silver on Friday, the smallest ratio in almost a month.

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.