Portfolio management

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.

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

Clients can beat a costly pitfall that comes after missing a 60-day window on IRA rollovers by giving the agency their side of the story under a newly relaxed rule. Plus, ways to save when clients are too old for traditional IRAs.

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.

Clients are anticipating volatility and favoring defensive allocations no matter the outcome, say advisers who participated in a recent poll.

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.