Morningstar

The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.

Getting to know clients’ children will help advisors hone their services and keep their businesses thriving while retirement withdrawals chip away at AUM.

Above all others, millennials are likely to include the funds in their portfolios, Schwab says.

The key is creating a portfolio that clients will stick with through thick and thin.

Have advisors learned nothing from the 2008 crash?

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.

Sept. 18: As the alternatives market expanded 28.4% over the last year, analysts say fund costs will trend downward with time.

Despite having “exaggerated” merits, most strategic-beta ETPs outperformed their replicating portfolios, according to Morningstar.

Even though MiFID II doesn't go into effect until Jan. 3, executives have complained they still lack clarity about its rules.

Health savings accounts have soared in popularity, but providers are adding layers of fees.

If retirement is abstract to clients, ask specific questions to make it more real to them, such as: “Where will you be living? What does your house look like? What are you doing?"

The change is attributed in part to the cost of managing dividends.

Ellevest's newest round of funding defies industry expectations about digital advice's viability.

The real concern is not just that actively managed funds could disappear but that the entire market could be left for dead.

These plans once merely supplemented health insurance. Now they are a vital part of a broader retirement strategy.

Certain laws may require them to maintain the coverage with their former spouse.

Jeffrey Sherman’s bond fund returned 14% on average over the last three years, besting 99% of all large-cap value funds tracked by Bloomberg.

Making excess withdrawals could result in taxes on the earnings and a hefty 10% penalty.

Opened in the Roaring Twenties, the Massachusetts Investors Trust has weathered 16 recessions, roughly 20 bear markets and worse.