Portfolio

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.

Whether it's simple or not, retirement plans are suddenly important to small business owners.

Taxpayers Beware: Gifts to charities have come under IRS scrutiny.

Looking for the Right Mix? These funds might do the trick.

As increasingly complex ETFs stake a deeper claim to investor assets, has the closing bell really tolled for large-cap stocks?

For the third-quarter mark (year-to-date), the Dow Jones Industrial Average is down 5.74%. In its 113-year history, excluding the current year and 1914 due to a change in the number of components that year, the DJIA has fallen 44 times at the third-quarter mark.

Schwab Advisor Services is launching a multi-million dollar marketing and education campaign aimed at promoting the registered investment advisor (RIA) sector in an effort to differentiate the channel from other, more traditional models in the eyes of affluent investors.

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.

Van Eck says ETFs can reflect changes in industry sectors, whereas HOLDRS’ depositary trust structure is static.