Portfolio management

The two major technology enhancements are set to benefit RIAs, says our tech columnist.

Finding that investment unicorn is growing increasingly difficult — precisely because advisers have fewer advantages over one another, Michael Kitces says. But there’s a way to finesse it.

Leaders in domestic stock, international stock, fixed income, and allocation and alternatives funds are recognized for standout performance.

For years, it seemed that a decline in monthly benefits was a long way off. Now it may be sooner than expected. Here’s what advisers need to know.

One suggestion planners say they are offering bullish clients: Don't be extreme.

While ETF choices are limited, a handful using these securities offer different approaches and capitalization sizes.

16 individuals or teams are nominated in the four-category list.

Planners act on expectations of pro-business, anti-trade initiatives by the incoming administration.

One of the major aims of asset allocation is to craft a portfolio with ingredients that don’t all behave in exactly the same way to protect against all assets heading south at the same time. But, of course, that downside protection can be a double-edged sword.

Why advisers should use age-banding to plan for retirees’ spending levels to flex and adjust.