Portfolio management

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.

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

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.