Portfolio management

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

Getting clients to understand how volatility is an essential part of investing isn’t easy, but is even harder when stocks had been in the midst of an uninterrupted bull run.

What’s more important: measuring overall portfolio performance, or analyzing separate asset classes?

A more comprehensive approach to low-cost investing could save thousands for retirement age clients.

The regulator asked sponsors to hold off on registering funds investing in the currencies. Here’s why.

If estate planning documents don't use the right language, it can sometimes lead to costly and time-consuming alternatives.

The software is powered by analytics previously available only to larger institutions.

Here's how independent advisors can build a culture of zero tolerance for gender discrimination.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.