Portfolio

The explosive growth of alternative exchange-traded funds has raised the question of whether they've met the expectations of their investors.

The director of financial planning at R.W. Baird, Tim Steffen, discusses the upcoming elections, what changes to the fiscal landscape are possible, and how advisors should steer clients through the uncertainties and tax issues.

Investors seek higher yield in a crowded dividend market, analysts discuss whether this is a good investment or if the market is a bubble that will burst.

An aging population and government inaction challenge Japan's faltering economy.

Advisors are helping gay and lesbian clients face the unique barriers to achieving their financial goals.

Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change.

A planning firm emphasizes educating clients, especially women, and staying current with them.

Planning firms find that investment committees can help build consensus and explain strategies to clients.

If Treasury Inflation-Protected Securities are added to an equity-based portfolio, what is their impact on returns and volatility?

The financial markets are quite susceptible to being devastated by new crises. Here's how to protect your clients.