Portfolio

While the sector has been in a slump, advisors who go beyond the recent returns can show clients how these funds have bested the S&P 500 over time.

Fiduciary advocates argue that the compliance burden from the best-interest contract exemption and other new provisions will be modest and won't materially affect how they serve clients.

The low-cost, passive trend may be accelerated because of new fiduciary rules issued by the Department of Labor.

Out of about 76 million baby boomers in the United States, approximately 35 million of them lack any retirement savings and that statistic appears to be getting worse.

Just one investment can provide access to low volatility, high dividends and great returns.

More retirees would delay Social Security if they had this option, which wouldn't cost the government anything, says a contributor; plus, three questions for nearly retired clients.

Some clients want fancy flavors, but their funds don’t have to be the equivalent of chili coconut.

These seven mutual funds have had the most up years since the mid-1990s.

DoL regulators say they allowed for annuities and nontraded REITs in retirement accounts because they wanted to avoid the risk of clients taking heavy losses by exiting certain investments precipitously.

Competition may drive wealth management firms to make some unprecedented offers to advisors on the move, leading recruiters say.