Portfolio management

The fiduciary rule was an unintended gift for those who focus on income distribution planning.

As interest rates climb, advisers should diversify the fixed-income portion of their client’s overall portfolio.

These funds have similar goals, but there are significant differences.

What Trump and rising interest rates may mean for advisers.

Trump has proposed making it easier to pass on HSAs to heirs, while some House Republicans want to nearly double contribution limits.

History shows the winning party and their policies will have minimal impact on returns.

The documents are good indicators of investors’ past behavior and probable future behavior.

The way a client invests has much more impact than they usually realize.

Whether it's "The Supernova Advisor" or "Reducing The Risk of Black Swans," these titles will keep planners' literary senses enticed this season.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

A look at how clients may be overreacting to fluctuations.

They seem to be everywhere, but there is every reason to believe that clients overwhelmingly still want to deal with human beings.

Here's a strategy that may provide clients with significant cash over time.

The firm's move comes after BlackRock intensified the price war in the industry by reducing expenses on 15 of its funds.

Advisers sound off on the most difficult challenges their clients have handed them.

Wide adoption by global money managers and ETFs could set off a new wave of buying, according to Morningstar.

The funds have had the fastest growth since 2012, with nearly $100 billion of inflows, helped by record emerging-market investments.

This unit is a critical gatekeeper and value-add for your clients, particularly high-net-worth ones.

If equities languish, one adviser says be more cautious on muni fixed income.

Use upside and downside capture ratios to analyze potential investment products, as well as help those who are nervous feel calmer about their portfolio.