Portfolio

Here is to wishes for a successful New Year for those in the asset management industry and the investors it serves.

Three mutual funds that might do well next year all have one thing in common: they weren’t chosen because they were the absolute top performers in 2011. Instead, they were chosen on the basis of diversification, strong performance, level of risk and cost basis, said S&P Capital IQ mutual fund analyst Todd Rosenbluth.

As we embark on a new year, it may be prudent to consider three different absolute return portfolio strategies that may help achieve returns depending on one's outlook for the global economy.

Understand the three levels of happiness and be ready to connect them with their financial-planning equivalents.

There are fresh messages about the value of annuities—but don't assume your clients are aware of them yet.

The president of Charitable Solutions LLC discusses how advisors can counsel clients about alternative ways to contribute to charities.

Fresh messages about the value of annuities have started to flow from a variety of sources.

Advisors should tell their clients to think as much about risk management as maximizing returns.

Stocks wrapped up 2011 on a down note Friday as the Dow Jones Industrial Average shaved off 69.48 points to finish the year at 12,217.56. For the year, all the major indices finished basically where they began last January.

Nearly two years after a UBS wealth manager was found dead in her bathtub on New Year’s Eve, a New York court official has filed a wrongful death suit accusing the late Shele Danishefsky Covlin’s estranged husband, a former stock trader, of strangling his wife.