Portfolio

A 401(k) for everyone; A disturbing look at the new retirement; To get the annuity right, start at the finish line

Benchmarking alternatives isn't easy, but it's critical in making sure clients and advisors are clear on the investments' role in the portfolio. Here's how to benchmark private equity, non-traditional bonds and long-short funds.

U.S. investors are used to treating money-market mutual funds as the equivalent of a checking account. That is about to change for the riskiest of the funds.

How to Improve Your Message

Money-Market Funds Getting New Regime Aimed at Preventing Runs

Geoff Bobroff, Fund Consultant, Dies of Heart Attack at 70

The U.S. Supreme Court has limited bankruptcy protection for inherited IRAs. Here's how you can continue to take care of clients' hard-earned legacies.

Why is it so hard to talk to clients about fees? Cathy Curtis, a San Francisco Bay Area planner and the founder of Curtis Financial Planning, explains how full disclosure can help bring the right clients through your door.

Do advisors know enough about alternatives to recommend them to clients? Here's one key to making sure you understand the investments' role in client portfolios.

Index mutual fund assets are at new heights but the pressure to keep costs down deters new entrants, says a Lipper analyst..