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Portfolio management
Do more stocks make for a better dividend ETF?
While diversification is important, more isn’t always merrier with these funds.
Voices: Active money management isn't going to disappear
There are five niches that will be its future.
Best neighborhoods to buy real estate
Home buying “usually doesn’t go as smooth as you read in the books,” says one advisor.
What advisors should know about clients with special needs
Caretakers for those with developmental challenges can feel lost when it comes to their financial options.
Fidelity cuts some fees to zero in price war, stinging BlackRock
The firm says it's likely to benefit from the strategy by luring new clients and earning fees on securities lending.
Voices
Why retirees should factor Social Security into their asset allocations
Dave Grant
Founder and planner
Retirement Matters
This retirement investing strategy can be a hard one to implement, but it makes academic sense.
Voices
Rates are rising. Are unconstrained bond funds still worth the risk?
Dave Grant
Founder and planner
Retirement Matters
These funds emerged as investors sought yield amid an otherwise low-interest rate environment. As rates normalize, does this approach still have a purpose?
‘Sigh of relief’ for clients who see this retirement analysis
If history is a guide, your clients can stop freaking out about having enough money during their post-work life.
Should clients let kids know they’re rich?
Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.
Video
‘Unbelievable’ chance for advisors: Lightning Round with Salim Ramji
Plus, one wealth management practice the BlackRock executive believes will become extinct.
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