Portfolio management

While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.

It’s easier — and more lucrative — for financial firms to pander to clients’ worst instincts than help subdue them.

To secure retirement for both spouses, married clients need to determine their savings rate in their 401(k)s and take advantage of the employer's match.

Seniors hoping to begin retirement next year are advised to review their risk exposure, pay down their debt and save for additional health care costs.

Parents can match their children’s savings in a Roth IRA dollar-for-dollar on the condition that they agree not to dip into the accounts until they retire.

The current impact of fund rebalancing on front-month VIX futures is about 20% of daily volume on the index’s contracts.

The success of automated advice will depend on its ability to transform from a direct-to-client platform into a bionic advisor toolkit.

Required minimum distributions are just one example of unforeseen expenses for retirees, an expert writes.

Early and consistent saving may not be enough to safely leave the labor force for good.