Portfolio management

Altering the various components of a portfolio does not improve performance 100% of the time. However, it does improve the outcome often enough that it’s worth teaching your clients the ins and outs of this investment technique.

The argument for this investment approach looked weak in the first half of 2016.

In the face of political uncertainty, planners are clinging to cash and reallocating client assets to short-term investments.

It’s tough for advisers such as Kimberly Foss to convince prospects that there’s room for indexing in portfolios. Here’s how she gets them on board.

TDFs allow advisers to help create a retirement glide path, but selecting the right fund for the right path can be a challenge.

Clients can beat a costly pitfall that comes after missing a 60-day window on IRA rollovers by giving the agency their side of the story under a newly relaxed rule. Plus, ways to save when clients are too old for traditional IRAs.

Raw performance grabs headlines, but highlighting the benefits of diversification is more beneficial for those who react poorly during periods of market volatility.

With a dearth of income alternatives for clients, advisers need to know that there are still some stocks that can do the trick.

Clients are anticipating volatility and favoring defensive allocations no matter the outcome, say advisers who participated in a recent poll.

While discount pricing can create confusion, these funds can also create opportunities for clients to unlock long-term cash flows.

Performance demonstrates instruments’ strength and ability to offer protection.

The freedom to choose a more conservative retirement model is predicated on using a lower withdrawal rate.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

Investors have once again taken a liking to taxable bond funds — a marked difference from last year. Advisers may find that clients are taking notice, too.

Recent research shows how advisers work and how they like to communicate.

Diversification is a key word in the financial lexicon. But it is neither well-defined nor desirable in and of itself. What investors really need is efficiency.

Top advisers are using these strategies to create well-balanced portfolios.