Portfolio management

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.

Like their clients, brokers too need to watch how they react to markets.

Now that the tax-free distribution is back on the books, here's how advisers can take full advantage.

These funds are by definition heavily volatile, but if you were well-timed you might be deep in the money. For those who’ve played the sector for a few years, the pain runs deep.

With markets struggling to forecast the outcome and Donald Trump's erratic moves, planners are worried about how the new government will impact their business.

The wirehouse will be the first full-service wealth manager to offer the new ETF-mutual fund hybrid to clients.

Planners ask whether events like Brexit have rewritten the rules on current portfolio allocations.

While the value of broad diversification becomes evident over 15 to 20 years, its virtues will often be noticeable even over shorter time frames.

New research shows which vendors advisers prefer — and why.

Buybacks are good for company execs. But are they good for portfolios?

Many don’t want to manage their own portfolios and also hope to save more for retirement. How can advisers seize the opportunity?

FIAs may generate upside with limited downside, a package that appeals to some advisers and clients — as long as some hurdles can be cleared.

"We always tell our client base that the potential opportunity is plentiful, but like every asset class, there is no guaranteed profit," says RBC adviser George Kursar.

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.

Arranging fixed income for periodic redemptions can deliver the risk/reward sweet spot.