Asset allocations

By scrapping the $100,000 requirement, the asset allocation tool becomes accessible to all of the firm's clients.

Clients who check their portfolios every 15 minutes — or every 15 days — may not be good candidates for the moderate-growth performance of a broadly diversified portfolio.

AdvisoryWorld will operate as an independent subsidiary under the No. 1 IBD while adding new offerings for its 30,000 advisor and institutional clients.

Being a fiduciary isn’t enough anymore, says BlackRock’s Hollie Fagan. At the same time, firms are losing specialized talent to retirement. Here’s the best way for them to stay relevant and profitable.

Advanced analytics is helping generate alpha, experts say.

As some investors flee emerging markets, others see deals. Here’s what advisors should know.

This retirement investing strategy can be a hard one to implement, but it makes academic sense.

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

"I'm not right for you," along with other surprising things I tell clients.

How can advisors best use the investment research firm's data to help clients?

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 stock market only had a taste of the potential damage — with the biggest test yet to come.

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.