Portfolio diversity

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

These funds have similar goals, but there are significant differences.

What Trump and rising interest rates may mean for advisers.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

Here's a strategy that may provide clients with significant cash over time.

Wide adoption by global money managers and ETFs could set off a new wave of buying, according to Morningstar.

Altering the various components of a portfolio does not improve performance 100% of the time. However, it does improve the outcome often enough that it’s worth teaching your clients the ins and outs of this investment technique.

The argument for this investment approach looked weak in the first half of 2016.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.