Portfolio

Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.

While an asset protection trust can cover nursing home care expenses in retirement, growth of these investments can trigger a tax bill.

Clients are advised place a deeper focus on their life goals when developing a strategy to retire.

A plethora of options have opened up for advisory firms, but many are unfamiliar with borrowing protocols.

Cloning funds and shifting client cash may be Wall Street’s best hope for challenging the dominance of firms like State Street, BlackRock and Vanguard.

Alternative compensation structures may provide more consumer protection, and drive higher client satisfaction.

The No. 1 IBD will roll out the new option for advisors as it competes with other firms in its sector, platform providers and consolidators.

Only about 14% of financial advisors are female. Here’s advice from those who want to bridge that gap.

It’s official: inexpensive index funds and ETFs have finally eclipsed old-fashioned stock pickers.

If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.