Portfolio

Some marketing may be counterproductive. Advisors need to communicate the value planners actually offer. Here's how.

The idea behind asset allocation is simple: when one market struggles, it’s OK because an investor can jump into another that is thriving. Not so in 2015.

Planners who remain in a position of control, whether employed at the wirehouses or regional broker-dealers, or operating as independents, can maintain client loyalty in troubled times, says recruiter Mark Elzweig.

Tech survey shows that 62.7% of advisors use it, up from about 50% in 2014 and 39.4% in 2013.

Tech survey shows that 36.8% of advisors are already working with these digital platforms.

Workers with high-deductible health insurance plans qualify for health savings accounts, which gives them an opportunity to do tax-free investing and supplement their coverage even after they are retired; Plus, how retirement saving changed in 2015.

Tech survey shows that 76% of advisors offer one, with custodian and B-D offerings most popular.

Pimco’s high-yield municipal-bond mutual fund is jockeying for the top returns of 2015 after picking winners among pockets of distress.

Vineer Bhansali is leaving Pimco, where he was a managing director specializing in quantitative portfolios, to start his own investment firm.

Most forecasters at this time last year were anticipating a faster pace of Federal Reserve tightening to send yields higher. Instead, yields stayed low as inflation held in check.