Portfolio management

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.

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.