Portfolio

Alternative mutual funds are in the midst of a growth period with asset managers aggressively marketing the investment products to advisors. Here is a look at the top 10 alternative mutual fund launches in 2014 based on net assets, according to Morningstar.

Advisors can help clients achieve foreign diversification in their portfolios by buying U.S.-listed companies with major overseas footprints. Is it enough?

Advisors must carefully examine what countries and types of companies are in various indexers’ emerging and frontier market baskets.

Indian stocks have been on a tear this year amid optimism about the country’s new government, but political uncertainty and rich valuations should give investors pause.

"One thing we can tell you is our opposition was there before us," says FPA's director of advocacy. "We heard over and over again the argument that if a fiduciary standard were extended to broker-dealers the middle market would be hurt."

A new classification system from Morningstar is intended to help advisors and investors better identify, compare and analyze these active exchange-traded products.

Small businesses can turbocharge their retirement plans; The gift of a retirement account is a lifetime asset; Why Americans keep treating their 401(k) plans like a piggy bank

Advisors must understand one of the newest trends in philanthropy: Giving away illiquid assets.

Some managers may out-perform short-term, but "you can't tell good luck from good skill, or bad luck from bad skill," the Nobel winner says.

Many parents are not saving enough for their children thanks to their own unpaid student loan debts, according to new study from the CFP Board.