Portfolio

Indexed annuities have gained popularity while variable annuities have softened, as the players on the buy and sell side change.

A planning firm emphasizes educating clients, especially women, and staying current with them.

Planning firms find that investment committees can help build consensus and explain strategies to clients.

If Treasury Inflation-Protected Securities are added to an equity-based portfolio, what is their impact on returns and volatility?

The financial markets are quite susceptible to being devastated by new crises. Here's how to protect your clients.

Writing call options is a time-consuming tactic, but may deliver respectable returns in a sideways stock market.

More than many small-cap growth funds, Wasatch Core Growth favors steady rather than spectacular earnings growth.

Be sure prospects and clients understand the difference.

It's a reminder that advisors need to ensure their clients don't venture into the muddy waters of the prohibited-transaction rules.

Our annual Influencer Awards honor six individuals whose contributions are pushing the field to new heights.