Portfolio

From heightened competition to the potential for more M&A, here’s what the coming years will hold for planners.

Investing in more bonds for a short period is a good strategy for retirement savers to curb the sequence of return risk.

The team's three advisers all worked at the wirehouse for more than two decades.

54% of mutual funds underperformed their benchmarks since the election, researchers find.

From IRAs fully invested in gold to an ostrich farm, we asked planners about the most unusual investments they've seen.

The size of the firm may dictate what will work for advisers and employees.

The size of the firm may dictate what will work for advisers and employees.

Timing is everything. Are you prepared with planning advice for each stage of life?

The ongoing trend to passive or smart beta products will continue, according to Maxwell Gold, the director of investment strategy at ETF Securities.

By offering specialized tax planning and retirement tools, this software has carved out a niche for itself for advisories with clients who have less than $2 million in liquid assets.