Portfolio diversity

High-risk, highly concentrated funds may not be for everyone, but they can fill a niche.

Many advisors want nothing to do with cryptocurrency.

Often derided, a small amount of the precious metal can help clients diversify.

Some clients may demand more evidence of actual outcomes.

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

If one day’s immersion in world news teaches us anything, it is that risk is not just a game.

Positioning clients to weather market volatility and potential correction has become a top concern.

With so many choices available, it can be tough to cut through the noise. Here's how.

Some experts say the advantages are oversold.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

Clients — even some advisors — overreact to market losses. Are they on to something?

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

Let wealth planning, CRM and portfolio rebalancing software do the grunt work.

Stock Protection Funds could mitigate single-stock risk, but are they worth the fees?

In light of the strength of the economy and the banks, does it make sense for advisors and their clients to avoid financials when looking at dividend-paying stocks?

Non-traditional asset classes include structured credit, reinsurance and alternative lending.

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

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

The options include indexes encompassing domestic, global and country-specific stocks.

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