Portfolio management

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.

With an average gain of nearly 40%, the following mutual funds and ETFs are narrowly invested in the most attractive segments of the market.

The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.

As the sector grows to over $30 trillion in Europe, North America, Japan, Australia and New Zealand, one popular approach consists of excluding offenders.

Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.

A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.

How sequence of returns affects retirement portfolio survival.

Retirees who have no need for the RMD can fund their grandchildren's college costs, a CFP writes.

While many workers don’t have access to pension plans, annuities can provide a source of guaranteed retirement income and address longevity risks.

The expansion is intended to free advisors to spend more time on client-facing tasks, executives say.