Portfolio

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.

The new hire will oversee manager research, the selection process and monitoring activities for the firm's Wealth Management Investments Group in New York.

Better engagement and smart analytics can "lift revenues significantly," according to the Global Wealth Report.

Just one is easier for advisers, but there are good reasons to have two. Here’s how to help clients decide.

Advisers who ask clients about the history of real estate holdings can save headaches – and potentially millions.

The nontraded REIT industry moved to introduce a new share class following tighter regulations.