Portfolio diversity

TDFs allow advisers to help create a retirement glide path, but selecting the right fund for the right path can be a challenge.

Raw performance grabs headlines, but highlighting the benefits of diversification is more beneficial for those who react poorly during periods of market volatility.

With a dearth of income alternatives for clients, advisers need to know that there are still some stocks that can do the trick.

While discount pricing can create confusion, these funds can also create opportunities for clients to unlock long-term cash flows.

Performance demonstrates instruments’ strength and ability to offer protection.

The freedom to choose a more conservative retirement model is predicated on using a lower withdrawal rate.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

Recent research shows how advisers work and how they like to communicate.