Portfolio management

Securing optimal returns depends on many factors, including the right underlying asset class and close monitoring.

Armed with some specific details, advisors can explain why the seductive option is both too good and too good to be true.

Studies purport to have proven both that socially responsible investing hurts returns, and that it can boost performance.

With millennial and Gen Z clients expected to have longer lives than their parents, securing an effective retirement horizon can have its challenges.

A patented structure allows ETFs to report once a quarter in an effort to protect their intellectual property.

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

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.