Portfolio management

The price rise and concurrent yield slide on BB-rated bonds is giving some planners pause.

When the going gets stressful, the stressed can go AWOL, leaving the advisor in limbo.

Can more education boost the popularity of these funds?

If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.

Narrowly focused investment strategies are a recipe for “feast or famine,” an analyst says.

The SEC published more than 1,300 pages of regulatory information. Here's what advisors need to know.

There is actually a way to give clients a good answer to this question.

To make the most of their savings, workers should start funding their accounts as early as possible.

Do your clients have their ducks in a row?

Digital firms are launching platforms to cater to faith-based investors.

The next generation can assist loved ones with applying for financial assistance, reducing expenses and developing a financial plan.

Roughly 45% of Berkshire’s stock portfolio is allocated to the financial sector, and eight of the portfolio’s top 12 holdings are financial stocks — a deeply contrarian bet.

These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.

The bank's performance puts it behind its largest U.S. competitors this year, signaling frustration in the market over the board’s quiet search.

In some ways, their investments are a microcosm of trends sweeping the wider market.

Seniors are advised to combine multiple tax-deferred accounts, such as traditional IRAs and 401(k)s.

The glitch raises questions about the rapid growth of socially responsible investing and index strategies in particular.

Taxpayers are advised to thoroughly review their tax withholding to ensure there is enough to cover their 2019 bills.

Without acknowledging both the downside and tremendous upside of long time horizons, the 4% rule is no rule at all.