Portfolio

Chi-X Europe and Russell Indexes Monday introduced a series of stock indexes that they hope will be benchmarks for pan-European markets.

Got downside protection? That's the question many 401(k) plan sponsors and investors are now asking.

Mutual funds may have wielded the ax heavily on the people and technology to drive costs down, since the credit crisis erupted three years ago.

In a new report, “Volatility Responsive Asset Allocation, Russell Investments recommends that institutional investors use a dynamic asset allocation policy that varies as market volatility changes.

Vanguard is changing the investment process for its four LifeStrategy series from a mix of active and passive management to an all-index approach.

In our second annual Influencer Awards, Financial Planning honors six advisors whose innovative ideas and wide-reaching work are forging new paths for the planning industry. When the editors of Financial Planning sat down to decide which nominees deserved to win in each category in the magazine's second annual Influencer Awards, we found we had far too many worthy contenders. That was only natural: The financial planning community has consistently turned out smart individuals who strive to bring their best to clients and the profession as a whole. Here’s a look at this year’s honorees:

Fund fees make a difference, so get your clients the best deal.

Celebrities and athletes need tailored estate planning to minimize the risks of being in the spotlight.

To ensure estate planning and tax goals are a good fit, owners of unique assets need a risk management process.

The director of the MetLife Mature Market Institute discusses how financial advisors can best serve baby boomers.