Portfolio management

Sales are 17% ahead of last year’s record pace.

Advisers must ensure they are using the geometric rather than the arithmetic mean when calculating investment returns.

The solution is low-cost index funds, he says, adding that index pioneer Jack Bogle "is a hero."

Changes can substantially reduce the value of delaying widow(er) benefits for surviving spouses.

With these five funds, clients don’t have to spend a lot for a stock portfolio that pays.

Advisers report that the president's policies (and tweets) are affecting fund allocation requests.

A revealing look at how a multi-asset grouping performs during periods of low and high inflation.

The firm says its trading commission will be lower than even Vanguard's.

The two major technology enhancements are set to benefit RIAs, says our tech columnist.

Finding that investment unicorn is growing increasingly difficult — precisely because advisers have fewer advantages over one another, Michael Kitces says. But there’s a way to finesse it.