Portfolio management

“Trump keeps talking about a new spirit for America and so you could (A) believe that or (B) you could believe that other investors believe that,” the widely followed economist says.

The research giant says it aims to lower costs by removing a layer of fees paid to third-party managers.

Sales are 17% ahead of last year’s record pace.

Advisers must ensure they are using the geometric rather than the arithmetic mean when calculating investment returns.

The solution is low-cost index funds, he says, adding that index pioneer Jack Bogle "is a hero."

Changes can substantially reduce the value of delaying widow(er) benefits for surviving spouses.

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.