Portfolio management

The $180 billion asset manager is moving ahead with plans for actively-managed ETFs that disclose their holdings like mutual funds.

The spike in the number of older employees in the workplace reflects a trend over the past decade.

Other global health threats, such as SARS, did not have long-term impact on stocks. COVID-19 might be another matter.

Advisors can protect clients’ estate planning goals post-Secure Act but the vehicle will have to change.

Fear and worry are rampant. One client asked if any other client had recently returned from China.

Advisors can use the information to build custom, values-based portfolios for their clients.

Metrics and strategy are key at YCharts. So are mystery-flavored Oreos.

"Since no one has a crystal ball to predict what will happen, I advise saving money on both sides of the tax fence," an expert says.

The move is part of a larger strategy to bring account minimums down for clients who either can't or don't want to buy entire shares of high-priced stocks.

A new platform from the World Wide Fund for Nature aims to provide a foundation for ESG-conscious investors and a list of best-practice providers.

Over longer periods of time, the data makes a compelling partisan distinction.

Stock plunges can hurt more than some clients may know, due to their asymmetrical relationship with gains.

The firm now plans to integrate sustainability criteria into portfolio construction and exit investments with high risks from ESG-related issues.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

Failing to pay taxes on side-gig earnings and keeping faulty records of business-related expenses must avoided to prevent an excessive tax burden.

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

It is important for entrepreneurs to have an exit strategy and to take control of their debt.

While advisors have embraced cheaper trades, the move may have long term effects on strategies for client portfolios.

Financial planners should at least consider modeling early retirement to prepare clients for the possibility of uncertainty, says Morningstar.