Investments

The industrywide gain in fee income is a welcome development given the new fiduciary rule--see how firms are preparing for new regulations as well as new competition.

The fiduciary rule flips wealth management on its head, especially in the bank channel. Smaller books will be just one response at Cetera.

The adviser's job is about to get harder, and some old dogs are going to have to learn new tricks in order to survive.

Educate them on the risks and lower volatility of a geographically diversified portfolio.

Why advisers should step up their game as the industry goes robo.

A twist on benefits that can help UHNW clients win big estate tax savings and flexibility.

One adviser got a frantic call from client in a sales office who actually yelled, ‘Help me!’ into the phone.

Quantum Advisors, which picks Indian stocks for Norway’s $860 billion wealth fund, says investors should stay away from index investing in Asia’s fourth-biggest market.

This could help explain to clients why most should probably wait until 70 to collect benefits.

How a lifetime annuity can be the solution to one of the toughest challenges.

Long-term-care insurance could be bought using people's 401(k) funds and should impose no penalty for early withdrawals, say experts at the Bipartisan Policy Center.

Careful choice, effective communication are key for including debt in a client's portfolio

Smart beta funds now want to rein the risk of its founding strategies through diversification.

Why buying into a closed-end vehicle right before a capital gain distribution is a bad idea. Plus, 11 smart strategies and using the 1031 deferment on multiple properties.

Maintaining a diversified investment portfolio is one way for baby boomers to prepare for their retirement; plus, planning tips for older divorcees.

Patience is a virtue, but advisers can suggest it as a portfolio diversifier that clients can actually control.

Very few retirees have incomes that equal 70% of what they earned in their working years.

Over the past month, the biggest junk-bond ETF has experienced extraordinary record-breaking daily withdrawals even though the broader market has encountered relatively little turbulence.