Asset allocations

Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.

A directive on ETFs took the advisor by surprise after several years with the No. 29 IBD, he says.

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.

Advisor "reaped substantial profits" from 65 clients by using block accounts, the regulator says.

YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.

The SPDR fund's newfound appeal may be linked to its dividend yield, which has jumped to its highest level since 2008.

Advisors should consider how they are preparing for a rising rate environment.

A nuanced look at how U.S. equities performed under both presidents relative to historical averages and international markets. The answers weren't what we expected.