Portfolio management

Reports of the hypothesis’ demise may be greatly exaggerated.

These strategies can help clients with challenging drawdown decisions

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

How to get a portfolio boost from outside expertise, analytical power and financial wherewithal.

Spousal benefits and survivor benefits appear very similar, but scratch a little deeper you’ll find a tangle of regulations and features. Here’s how to unwind them.

Rather than getting unnerved, here are actionable ideas.

Taxes may dictate whether assets fit into a regular or a retirement account.

As many high-fee hedge funds have discovered, promising a smooth ride can eliminate returns.

Train them to use these strategies during jittery markets.

Advisers may need to put the brakes on those who want to invest too heavily in specific sectors.