Portfolio

How one advisor sees the outsized influence of Nobel laureate Daniel Kahneman on the financial planning industry.

There may be a chance to capitalize on the missed pricing that downgrades may cause.

Winning over brokers could give the firm a huge platform from which to sell mutual funds and ETFs and expand its vast influence in finance.

Because next year will be too late.

Walt Bettinger also took aim at robo advisors at the Morningstar conference.

The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.

Even investors who aren’t ultrawealthy may be able to avoid income taxes on their investments with “off the rack” strategies similar to the specially designed life insurance contracts sold by some financial firms to ultrahigh-net-worth clients.

LIMRA predicts annuity sales could gain 5% to 10% in 2018.

Advisors should make sure they know how to discuss bonds in a new environment.

More than half of the country's top housing markets are considered overvalued.