Portfolio management

With these five funds, clients don’t have to spend a lot for a stock portfolio that pays.

Advisers report that the president's policies (and tweets) are affecting fund allocation requests.

A revealing look at how a multi-asset grouping performs during periods of low and high inflation.

The firm says its trading commission will be lower than even Vanguard's.

The two major technology enhancements are set to benefit RIAs, says our tech columnist.

Finding that investment unicorn is growing increasingly difficult — precisely because advisers have fewer advantages over one another, Michael Kitces says. But there’s a way to finesse it.

Leaders in domestic stock, international stock, fixed income, and allocation and alternatives funds are recognized for standout performance.

For years, it seemed that a decline in monthly benefits was a long way off. Now it may be sooner than expected. Here’s what advisers need to know.

One suggestion planners say they are offering bullish clients: Don't be extreme.

While ETF choices are limited, a handful using these securities offer different approaches and capitalization sizes.

16 individuals or teams are nominated in the four-category list.

Planners act on expectations of pro-business, anti-trade initiatives by the incoming administration.

One of the major aims of asset allocation is to craft a portfolio with ingredients that don’t all behave in exactly the same way to protect against all assets heading south at the same time. But, of course, that downside protection can be a double-edged sword.

Why advisers should use age-banding to plan for retirees’ spending levels to flex and adjust.

But to get to where bulls think earnings are going, the economy would have to pull off a feat of strength that is unprecedented since at least 1937.

Many Americans are facing bleak retirement prospects as a result of the current do-it-yourself retirement system.

Earnings are below their peak, major technology companies don’t pay and banks are still lagging.

To manage risk in the equity markets, advisers should pitch a V-shaped bond tent.

"People want to chase gains," an adviser says of clients.

The annual Tech Survey reveals the trends that will separate future digital winners from losers.