Portfolio

Some of the best market segments last year were overlooked by investors, as clients often bought when they should have sold. Were your clients part of the herd?

Fund administrators will need to contend with technological change, increased client demands and new competition, according to a recent survey of management executives across the globe commissioned by FIS.

The S&P 500 has fallen 9% since the start of the year as investors have punished stocks over worries about interest rates at home and the economy in China.

Regulator concern that funds could trigger the next financial crisis have been unfairly drawn from a subset of the market, BlackRock said in a study of bond-market liquidity.

Attracting and retaining the best people is just one of the vital roles played by HR, says LPL’s Sallie Larsen.

You could tell clients to move to another state to avoid a $1.2M tax bill. Or you could suggest a domestic asset protection trust instead.

Maintaining a special fund for hefty health costs and getting a Medigap policy are just two options to trim costs; Plus, tips for small business owners looking to retire.

With interest rates near record lows, it may be a good time to refinance a mortgage. We asked advisors to tell us about the conversations they're having with clients.

Avoid jumping the gun for the latest and greatest in tech, particularly products pitched for fixing back-office operations.

A look back at the markets may help advisors and their clients decide on whether to choose alternative strategy funds during a stock retreat.