Portfolio management

Bond funds go mano a mano in the last installment of this 3-part series on maximizing total-market index funds.

The strategy delivers good returns while addressing clients’ fears, if executed properly.

Smaller wealth management platform providers are aggressively pitching themselves as the more nimble options for RIAs.

Let wealth planning, CRM and portfolio rebalancing software do the grunt work.

"If you think you are going to get paid for what technology can do, think again."

Most retirees said they adapted to their situation of having limited retirement income and they have had few regrets, according to a survey.

Stock Protection Funds could mitigate single-stock risk, but are they worth the fees?

In light of the strength of the economy and the banks, does it make sense for advisors and their clients to avoid financials when looking at dividend-paying stocks?

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Non-traditional asset classes include structured credit, reinsurance and alternative lending.