Portfolio

Many planning metrics, used forever to craft retirement portfolios, are no longer valid. Here are the new numbers and strategies you'll need when planning for your clients' tomorrows.

Designed to allay your clients' worst fears about aging, these insurance products sometimes come with their own nightmares.

A run-down of the stories in this issue, which includes discussions of the new crop of metrics that will influence your clients' retirement portfolios and the challenges of traditional long-term care insurance.

The index reverses its fall, led by shifts in client behavior and market performance.

Commonwealth Financial Network already stands out for its revenue mix. Now it has a new model for RIAs.

Advisors say their own family experiences offer lessons for clients. And sometimes the reverse is true, as well.

A passion for indexing has helped Mark Hebner build Index Fund Advisors into a $1.8 billion financial planning firm.

When a portfolio of mutual funds vies against a portfolio of ETFs, which one comes out on top?

Use these concepts to frame conversations with your clients.

Amid ownership shifts, Hennessy Focus is still looking for a few (very few) reasonably priced stocks that it can hold for years.