Portfolio

Municipals delivered solid performance overall thanks to the strength of the long duration and high-yield segments.

Hey, advisors: You need to understand your clients' life goals before you can help them on the financial ones.

Ameriprise advisor Joe De Sena explains how getting involved in a charity changed his practice. "It's about making contributions to their lives in a way that has almost nothing to do with the money."

While some commentators feel that people are likely to drain their savings too fast, at least one expert says many are too reluctant to start spending their nest eggs; Plus, many retirees learn valuable investing lessons only through trial and error.

The ETF industry in the U.S. has finally broken through the $2 trillion dollar milestone, demonstrating the product’s surge in popularity with investors. Through December 22nd, assets have increased 18% in 2014 from $1.698 trillion to $2.007 trillion based on positive market performance and net new assets.

The ETF industry in the U.S. has finally broken through the $2 trillion milestone, demonstrating the product’s surge in popularity with investors. Through December 22nd, assets have increased 18% in 2014 from $1.698 trillion to $2.007 trillion based on positive market performance and net new assets.

As investors pull billions out of commodities, Yale University Professor K. Geert Rouwenhorst’s funds are still attracting new money. SummerHaven Investment Management oversaw $1.5 billion as of November, from $600 million in January, even as raw-material prices fell and its exchange-traded fund declined.

For buyers, the cost of funds is low now. For sellers, valuations are rich. Cashing out now is an “easy case to make," says AssetMark EVP Michael Abelson. "Or they can keep riding the wave."

Tips for young FAs to improve their ability to appeal to clients from older generations.

At TCI Wealth Management, Bob Swift wanted a succession plan that would let him distribute ownership but keep working. Here's the solution he developed.