Portfolio

Client should consider their life expectancy and get a cash-refund policy so their loved ones can inherit the money in case they die before the payouts start.

Voices: Exemptions for high-fee products, a prolonged compliance deadline and less-prominent disclosure requirements leaves our columnist feeling like she did on a certain Christmas morning.

To get a head start on the new rules, Janus Capital’s Matt Sommer suggests these smart moves.

Blackstone will shutter a mutual fund that allocates money to hedge fund managers following a large redemption by the vehicle’s main backer, Fidelity.

“We are at a point now where every manager, whether in fixed income or equity, has to show value for the fees they are charging,” says one consultant.

Such funds can provide diversity, but find out a manager’s history and specific holdings.

History shows a worrisome trend around the newest funds.

Forget complex equations: Simple math is the basis here.

How millennial clients can get more out of their tax returns; plus, a $1 million tax credit clients aren't taking advantage of, and comparing Roth IRAs to deferred comp.

Retirees should expect lower returns going forward, but the safety of bonds still warrants a place in their portfolios; plus, considerations before taking Social Security early.