Portfolio

Hedge fund alpha is going from bad to worse. Why the decline in performance?

Comprehensive planning is catching on with advisors -- and their clients. But it can be labor intensive, requiring that a practice add more resources and staff.

Active ETFs may seem contradictory to investors, so ETF providers have a built-in challenge to tackle them.

Understanding The Uptick In ETPs

Wealth management is poised to benefit significantly from an aging global population and a substantial wealth transfer, a new study from Merrill Lynch shows. But some evidence suggests the industry is unprepared.

We reshuffled the deck from our Top 20 program Manangers to present the best of the list based strictly on increases in team production.

These instruments can be very powerful estate planning tools. Here are five situations in which a revocable trust might be helpful for clients.

Mixing your clients' charitable impulses with your own can have multiple benefits.

How to get "peace of mind" retirement income; Changing insurance plans can reduce premiums; Risks of spending retirement savings too early

For advisors, the choices among alternative beta portfolios are numerous. Which ones make the most sense for clients?