Portfolio

Sometimes, a total non-U.S. stock index offering may backfire.

Many dividend-focused funds use methodologies that exclude real estate investment trusts.

Coming up with a solution will be challenging because of U.S. sanctions.

"Sun and sand are great," says one analyst, but they're not the only considerations. They certainly didn't help boost the top city in this survey.

Wealth managers are fielding calls and emails from clients worried they’re missing out on something big.

The industry can learn a lot from how Amazon keeps customers engaged, says Broadridge's Salvatore Sodano.

When it comes to planning, hitting financial goals is only part of the story.

It's not just for December, but a smart approach throughout the year.

The Senate’s plan requires that holders of more than one batch of a particular security, known as a lot, sell the one they’ve retained the longest first.

In addition to investment strategies, there's another lever advisors can pull for better outcomes.