Portfolio

Financial advisers will remember 2011 as "The Year of Volatility" or "The Year of Uncertainty," according to a survey of 200 financial advisers polled by the SEI Advisor Network.

As a client takes distributions, a money manager ultimately becomes more important than asset allocation as the sequence and volatility of market returns rises.

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.