Portfolio

Smart beta funds now want to rein the risk of its founding strategies through diversification.

A mix of approaches to gain the attention of ideal prospects, who have learned to ignore typical marketing tactics.

Why buying into a closed-end vehicle right before a capital gain distribution is a bad idea. Plus, 11 smart strategies and using the 1031 deferment on multiple properties.

Maintaining a diversified investment portfolio is one way for baby boomers to prepare for their retirement; plus, planning tips for older divorcees.

Patience is a virtue, but advisers can suggest it as a portfolio diversifier that clients can actually control.

Yet that wasn't Merrill's only recruiting success, as the wirehouse also picked up a team overseeing more than $500 million in client assets.

Some insiders at big brokerage firms encouraged the DoL to maintain progress. "That kept us going," Assistant Secretary of Labor Phyllis Borzi says.

Very few retirees have incomes that equal 70% of what they earned in their working years.

The recruits moved to the firm from Morgan Stanley, Wells Fargo, Stifel and Voya.

"With so many buyers, it’s a good time to be a seller," according to the Nuveen/DeVoe RIA Deal Book.