Portfolio management

A retiree living off her portfolio suffers hundreds of dollars a year in lost income for every added basis point of fund expense ratio and advisory fees.

Studies show smart beta beating their benchmarks more than active managers.

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?