Portfolio

Investors who reach the age of 45 are advised to multiply their salary by 3.7 to get a good estimate of retirement savings they should have at this age.

Clients are becoming less cautious about upping allocations to developed international and emerging market stocks, planners report.

Competing in his first triathlon helped John Pierce discover the direction he needed to succeed in wealth management.

Three advisers joined the firm's Advisor Select channel, where they are employees but can make additional business-decisions for their practice.

Leveraged strategies may include selling volatility or dabbling in derivatives tied to interest rates or corporate credit.

With about $68 billion in assets in funds tracking it, the real estate industry has more money invested in it than any of the other main industry classifications.

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.

Preferred stocks are good candidates for retirees' investment portfolio as they can provide more income than corporate bonds.

These funds were once an insult to investors who prided themselves on picking the best stocks out of thousands.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.