Portfolio management

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

As much as 46% believe Medicare will cover the costs of long-term care.

Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.

Those attracted to the asset management industry are highly susceptible to screening data to fit their existing preconceptions, new research shows.

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

Expect AI to be a growth factor, an expert predicts at Morningstar.

IPOs from companies valued at more than $1 billion have attracted significant media attention.

After a decade-long bull market in U.S. stocks, rebalancing into international equities may make sense for some clients.

I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out.

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?