Portfolio management

Gains could fall to 5.3% from 9.3% historically “unless portfolios are repositioned for the environment we think that we are entering,” according to a new KKR report.

Bond math can get complicated, but communicating and adapting to a changing world is what being a professional adviser is all about.

Owning a home brings benefits for retirees, but so does renting. One example: renting puts a limit on housing costs, one of the biggest expenses for retirees.

We must control our own bad behavior before we can become coaches for our clients, says contributor Allan Roth.

Since 2011, inflows into these funds have soared. Here's what they're about.

The new offerings could boost returns to investors by 50 basis points, according to a Morningstar study.

Even though the rule has been delayed, the issues raised by it still need to be addressed by advisers, according to industry insiders.

Does the advisory industry need yet another risk assessment tool?

“Trump keeps talking about a new spirit for America and so you could (A) believe that or (B) you could believe that other investors believe that,” the widely followed economist says.

The research giant says it aims to lower costs by removing a layer of fees paid to third-party managers.