Portfolio

The new tax law has opened a substantial window of opportunity for wealth transfer. Help your clients take advantage of it.

As mutual funds lose steam, exchange-traded funds continue to gain popularity and proportional share of retail investor assets, according to a study by Cogent Research.

Indexed annuities and CDs are growing in popularity as alternatives to CDs and fixed annuities. They give investors some upside with downside protection.

REITs staged a major comeback in 2010 after two bad years. What's in store for the sector this year?

High-net-worth families can leverage the $5 million exemption.

Looking at the most probable future reduces uncertainties to a more manageable level while not concealing risks.

Boston Advisors on Monday launched the Broad Allocation Strategy Fund, based on a separately managed account strategy the investment advisor has run for the past two years.

The Municipal Securities Rulemaking Board plans to seek public comment on a series of new rules and interpretive guidance in the next four to six weeks, most of which stem from its new oversight of muni advisors

The Hartford has launched a new marketing campaign,” Two for Tomorrow,” advising Americans to take the 2% reduction in Social Security payroll taxes and use the money to boost their retirement savings.

Investors established a new record for withdrawals from municipal bond mutual funds in the week ended Jan. 19 as headline risk continued to chase people from state and local government debt funds.