Portfolio

For those investors who still feel like they've been punished by the market in recent years, one advisor has found the carrot to lure them back.

Estate plans work great when someone dies—but it's when clients live into old age that planning gets hard.

International and emerging markets funds find profit in natural resources, energy and growth of the middle class in developing nations.

Ignored by the advisor universe, the use of managed futures has staged a comeback.

A defined benefit cash balance plan is ideal for high income business owners.

Once belonging to the likes of farmers and traders, investors now consider the real asset value of market commodities.

Pioneer Investments Friday announced the launch of two new funds, the Pioneer Absolute Return Credit Fund and the Pioneer Multi-Asset Floating Rate Fund.

To give its 3,000-plus independent advisors an edge, Fidelity Investments introduced the Business Development and Marketing Planning Toolkit, an interactive PDF that advisors, firms and advisor teams can use to better define themselves, identify exactly the type of clients they want to attract and retain and, perhaps most important, ensure their customers know enough about them and their services to provide a meaningful referral to potential new clients.

Each firm’s respective products will continue under their own brand names.