Asset allocations

The probability of success with stocks and bonds is higher and much easier.

To encourage a budding relationship with younger clients, firms must provide new offerings and more guidance about how to invest, Schwab says.

Figuring out how to build client portfolios now may leave advisors scratching their heads.

It may seem like a good idea to build client portfolios, but advisors might be better off spending their time working on relationships.

Why gaining short-term bond exposure through mutual funds isn’t a smart bet.

How to discuss risk when they become restless.

To build a portfolio that is balanced and robust, advisers must calculate true risk while incorporating what makes each client unique.

Some advisers prefer to allot a small pool of money to 'play' with

Don't let momentum for an asset class in either direction overtake logic.