Portfolio

As they reach retirement, clients particularly need help in this area. Get yourself situated to help them.

Ginnie Mae funds have their benefits, but they may be vulnerable to falling — and rising — interest rates.

Portfolio simulation shows that the retirement bucket strategy didn't perform well last year, prompting rebalancing to meet living costs; plus, how to get people to delay retirement.

Want to help your clients make smart financial decisions and earn their trust? Here is what you should(n’t) do, says our columnist.

The timeframe for implementing the rule is unrealistic under the original proposal, according to the general counsel for SIFMA, an industry trade and lobby group.

The wirehouse is making a big push to grab billions in clients' deposits held at rival firms.

Advisors who apply debt-management and cash-flow projection skills to the repayment of student loans can save clients tens of thousands of dollars (and build loyalty, too).

NextShares Solutions President Stephen Clarke says actively-traded funds haven't yet overcome industry conservatism.

One of the world’s biggest ETFs that invests in Japan is delivering a double dose of pain to foreign investors.

How much should your clients save in their retirement accounts to build a nest egg and yet not be deprived of a good lifestyle; plus, can an ESPP save your client’s retirement?