Portfolio

Variable annuity net new sales are expected to surge in the coming years after taking a dive in 2012, according to research firm Cerulli Associates.

Vanguard's potential move into active ETFs could be a game changer for the active ETF industry and those that invest in active ETFs, says Christian Magoon, CEO of YieldShares

Going forward, there will be more providers, more users, and more penetration by ETFs in the global market for investment products.

Strong stock markets and the improving economy, along with new alternative investment products and the continuing appeal of ETFs, are boosting prospects for the sector.

Though the cost to the system of "file and suspend" and "claim now, claim more later" filing strategies is modest, Congress will eventually be forced to look for ways to align future balance sheets as the Social Security trust fund gets spent down.

Gun-shy and data driven, younger clients can pose a particular challenge. Here are 5 concepts to keep in mind.

What is this wealth supposed to accomplish? Many HNW clients confront this question as they contemplate what to do with their fortunes beyond providing for their families. Here's how their advisors can help.

What is this wealth supposed to accomplish? Many HNW clients confront this question as they contemplate what to do with their fortunes beyond providing for their families. Here's how their advisors can help.

As advisors work to minimize the estate tax burden, what about an analysis of how estate taxes will be paid? Here’s a simple solution for covering the bill.

As advisors work to minimize the estate tax burden, what about an analysis of how estate taxes will be paid? Here’s a simple solution for covering the bill.