Portfolio

We've restructured our planning sessions so that our advisors team up with a second CFP to deliver more robust advice. Here are three ways the approach pays off.

Many financial professionals are accepting the idea that they likely won't beat the market and that investors therefore would be better off in low-cost index funds.

Instead of shifting all their assets to bonds and other safe investments, retired clients should keep some in high-quality dividend stocks; Also, clients should be self-centered when planning for retirement.

An alternate to the Sharpe ratio could help advisors calculate how much pain investors must endure for each unit of gain. Here's how to run the numbers.

The U.S. Senator says she is, "concerned that these incentives present a conflict of interest for agents and financial advisors."

Adopting the skills of an anthropologist can empower advisors to help wealthy clients mend troubled family relations before it's too late.

"The bar of expectations among advisors has been raised by their experience with a best-in-class website," says the author of a new report in which advisors ranked fund managers.

Digital upstarts are out to steal traditional banks' customers by taking the hassle out of everything from account opening to borrowing. It’s tough to compete with banks' resources and brand recognition, but these new mobile competitors are adamant that they can win on customer experience.

ETFs that hold U.S. Treasuries are seeing more cash inflows this month than any other fixed-income funds for the first time this year.

For advisors to really help their clients, they need to get them to truly understand investing odds and focus on process rather than outcomes, IMCA attendees were told.