Portfolio management

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

It is important for entrepreneurs to have an exit strategy and to take control of their debt.

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.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

The discount brokerage sees the move as a way to attract younger, less affluent investors.

“If done correctly, dividend-yielding stocks are the gifts that keep on giving,” an expert says.

Banks are hoping strategies like technology-enabled portfolio trading will help them grab a bigger slice of the shrinking fixed-income pie.

Equity funds tracking the sector are the second-most popular asset class after U.S. government bonds this year, BNP Paribas says.

By signing a deal with iCapital Network, the regional brokerage aims to provide clients "a more comprehensive set of solutions."

A quarter of wealthy investors' average assets are currently in cash, according to a new survey.

The SEC's recently passed ETF modernization rule is just one regulatory change industry leaders expect will impact asset management in the years ahead.