Investment strategies

More than 60% of mass affluent clients don't know how much they are charged, according to a new study by consulting firm A.T. Kearney.

Clients holding municipal bonds are in a good position to wait it out, after policy makers left the target interest rate unchanged and signaled increases will be gradual, strategists said.

One approach enables clients retiring with large positions of highly appreciated company stock in their 401(k) accounts to save thousands on taxes.

Missed compounding opportunities, steep taxes and penalties and the possibility of forced early retirement, that's why.

Bill McNabb declined to speculate how low fees may go at his firm, which has the majority of its assets in passive funds.

Demand for ETFs soars; costs dominate adviser concerns, plus other key trends in portfolio management.

Here’s what to listen for when Fed Chairwoman Janet Yellen speaks later on Wednesday.

Gen Y clients want advisers to build portfolios with both social and financial returns, according to two recent studies.

Getting them to unload equities that are weighing down their portfolios isn’t easy.

Spouses are generally entitled to Part A hospital coverage from the government program if the worker meets certain requirements.

Which periods produce the best long-term returns for different asset classes?

Mutual funds are falling out of favor as planners embrace passive investing, according to a survey.

New flavors in a portfolio can help juice returns, but beware of the risks.

Advisers may want to point out to clients that protection against exchange rate fluctuations can have major consequences.

The president makes good on his vow to kill legislation that would roll back the new regulations on retirement plans.

Here are ways to engage them in more positive thinking when the market gyrates.

While mostly the purview of the big firms, smaller RIAs can get in on the act too. But they need to do their homework first.

The ultrawealthy are taking more conservative positions this year, but younger investors are still bullish, according to a recent industry study.

Advisers also noted a dip in their clients’ retirement savings activity after the tax filing deadline passed.