Portfolio construction

Clients are advised to diversify their tax positioning when investing for retirement, one expert says. This can be done by contributing to three buckets: taxable, IRA (pretax) and Roth (posttax).

In this circus of an industry, what chance does an average investor have of finding somebody who will actually work on his or her behalf?

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

Once deeply wary of digital tools, planners may be turning a corner.

In today’s world, you can count on clients and prospects to question your motives, challenge your facts and respond emotionally, not rationally.

Distributors may be demanding more support in the areas of investor education, risk management and governance.

Small company stocks stumbled in the very recent past but have outperformed over the long term.

The wealth in retirement accounts could shrink by that much due to annual defaults on 401(k) loans. The projected loss is about 2.7% of the $7.8 trillion in retirement accounts.

The "Rule of 100" follows the rule-of-thumb of growing more conservative as investors grow older, but it also may be obsolete since it was developed when interest rates were higher.

The mutual fund giant's head of wealth management technology says there's a way to improve how financial planning tools work together.