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With 10-year Treasuries paying only 2.37%, and CD's offering investors even less, finding income for older clients remains a challenge for advisors.

To prevent another meltdown of the market that helped spur the global crisis in 2008, large broker-dealers should receive access to Federal Reserve loans to enhance liquidity in the sector, according to a new report.

Some predict an increase in volatility in the U.S. followed by an uptick in global volatility. How should advisors help their clients prepare?

Besides the risks inherent in any equities, and those of gold price fluctuations, mining stocks may be subject to geopolitical threats as well. Is there any way to screen for such risks and focus on “safe” gold mining stocks?

Advisors who want to include single-country funds in clients' portfolios may have to choose between ETFs and closed-end mutual funds. While both versions trade like stocks, there are crucial differences to consider.

Is there any reason to include global stock funds in client portfolios? Why not just use domestic funds and foreign funds in their asset allocation?

Some regions of the world have outperformed others, but deciding how to allocate foreign equity dollars can be challenging.

As mutual fund and ETF managers target registered investment advisors for growth opportunities, they will benefit by understanding RIAs' advertising limitations, especially in the area of social media. Many RIAs experience difficulty in growing their businesses because of strict regulatory restrictions on advertising and marketing, including websites and social media, according to many RIAs and others in the industry.

Pensions and endowments have used liability-driven investing for years, but is it feasible as a retirement income strategy at the individual level?

By now, most advisors have gotten the memo: the long-held conventional wisdom about the 4% rule no longer reigns supreme in the face of longevity projections and predicted long-term stock market returns. But they needn't worry.

Adding some guaranteed income to a portfolio drawdown strategy can provide longevity insurance, but there can be downsides to including annuities in a retirement plan.

Reverse mortgage rules have become more stringent but qualified borrowers can benefit from financial flexibility.

IUL policies, which are linked to a market index but promise not to lose any money if the market goes down, might be a way to protect portfolios while offering tax-free income for retirement.

Advisors today are realizing they have to be flexible, saying that they are just as apt to recommend a number lower or higher than 4% to clients as an appropriate withdrawal rate. And some are using means completely different to set rates.

While many investors have revived their love affair with corporate bonds this year, one stands out: Pacific Investment Management Co.’s Bill Gross.

Vietnam’s First Domestic ETF Offering Doubles Fundraising Target

Advisors have shifted the focus to thinking about retirement in terms of income strategies rather than purely the accumulation of more assets.

Naming a spouse as the IRA beneficiary is often the default choice and has several advantages. However, other concerns might outweigh the benefits of a spousal rollover.

Most advisors target pre-retiree clients, but it is possible to build a thriving practice in the retirement income planning market even after clients stop working.