Portfolio

Acting as a fiduciary when a client decides whether to put a company’s retirement funds in an IRA involves considering these important variables.

Eaton Vance added its name to the growing list of asset management giants buyinginto robo advice platforms, reinforcing the industry view that digital is a distribution channel for the future.

The S&P 500 Equal Weight Index is up 19% since equities bottomed in February, beating the conventional benchmark by the widest margin since 2013.

An obscure integrated platform product from a Canadian firm has features that U.S. RIAs may find particularly attractive, writes our Tech Tools columnist.

A NING trust can provide significant savings and help clients avoid gift tax ramifications.

Banks are racing to incorporate new technology to fend off new entrants seeking to steal established firms’ customers.

The 529 market has nearly doubled over the past five years, reaching a record-high $227 billion in AUM by the end of 2015.

Advisers say they have been asked to allocate less to equities and bonds in the face of global and political turmoil.

SMAs also allow clients to invest in line with personal values and offer customization.

Advisers must be creative and persistent in figuring out risk tolerance levels.