Portfolio management

The software is powered by analytics previously available only to larger institutions.

Here's how independent advisors can build a culture of zero tolerance for gender discrimination.

The law allows clients the ability to make tax-free withdrawals for elementary and secondary school expenses.

Tax-free withdrawals could outweigh an employer's match if early withdrawals are made for expenses like health care.

New digital currencies are subject to little or no regulation, the investor protection watchdog cautions.

Retirees should stick to their strategies and diversify their portfolios with various sources of income.

Record-high stocks, growing geopolitical risk. Is our current market becoming eerily similar to 1972?

The right strategy can help minimize their future estate taxes.

The ninth-largest dividend cut ever in the S&P 500 raises concerns of sector concentration.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.

With plans to offer six new funds, the passive investing giant is seeing strategic beta as an opportunity, not a threat, says one contributor.

Despite critiques, Schwab Intelligent Portfolios will keep its cash allocations for clients.

Factor-based approaches to index investing have won heaps of investment. Can it last?

One fifth of AdvicePeriod's clients have a net worth over $10 million. Many pay an annual fee of around $200,000.

A Financial Planning survey revealed surprising insights about the tools of the present and a possible road map to the future.

The Stock Protection Fund is intended to help clients in very specific circumstances.

A new body of research suggests an ideal retirement-planning approach may exist — but buyer beware.

Advisors must understand the unique challenges presented by these companies.

Analysts are worried that flows to passive funds may create lockstep moves between shares, distorting the market.