Portfolio management

Investors have once again taken a liking to taxable bond funds — a marked difference from last year. Advisers may find that clients are taking notice, too.

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

Diversification is a key word in the financial lexicon. But it is neither well-defined nor desirable in and of itself. What investors really need is efficiency.

Top advisers are using these strategies to create well-balanced portfolios.

Like their clients, brokers too need to watch how they react to markets.

Now that the tax-free distribution is back on the books, here's how advisers can take full advantage.

These funds are by definition heavily volatile, but if you were well-timed you might be deep in the money. For those who’ve played the sector for a few years, the pain runs deep.

With markets struggling to forecast the outcome and Donald Trump's erratic moves, planners are worried about how the new government will impact their business.

The wirehouse will be the first full-service wealth manager to offer the new ETF-mutual fund hybrid to clients.

Planners ask whether events like Brexit have rewritten the rules on current portfolio allocations.