Asset allocations

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

Bond funds go mano a mano in the last installment of this 3-part series on maximizing total-market index funds.

Advisors must show how to consider the total cost of ownership.

A look at an 18-year period shows which is the better approach.

Some investments are harder to advise on than others — think of rare coins and art — but advisors can distinguish themselves.

Smart beta and other factor investing often leads to more complexity than necessary.

Having credible, thoughtful answers to clients’ questions is essential to truly meeting a fiduciary standard of care.

The performance is different depending on the index provider used.

Asset allocation is the glue that connects and aligns an investor’s goals and strategies.

The key is creating a portfolio that clients will stick with through thick and thin.