Portfolio management

Each of these funds has its own way of adding high-octane assets into clients' portfolios.

The legislation nullifies a strategy that previously allowed heirs to stretch an inherited account's tax-deferred growth based on their life expectancy.

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

As much as 46% believe Medicare will cover the costs of long-term care.

Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.

Those attracted to the asset management industry are highly susceptible to screening data to fit their existing preconceptions, new research shows.

They’re taking the asset management on themselves in a larger push toward disintermediation, says the firm’s global head of software products.

Expect AI to be a growth factor, an expert predicts at Morningstar.

IPOs from companies valued at more than $1 billion have attracted significant media attention.

After a decade-long bull market in U.S. stocks, rebalancing into international equities may make sense for some clients.

I would rather have my clients come back to me saying they had too much money in retirement than telling me they are running out.

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?

As director of AllianceBernstein’s emerging markets debt strategies, Shamaila Khan oversees the management of the platform’s portfolios.

As chief research strategist and portfolio manager at AlphaSimplex, Kathryn Kaminski is involved in the oversight of $6 billion in investment products.

Amid all available career paths, “I think [asset management] just found me," said Julie Genjac, managing director of strategic markets at Hartford Funds.

Advisors share their tips to avoid the frenzy over Slack, Uber and the next big thing.

The updates include access to the ultrahigh-net-worth portfolio management and customer relationship management systems.

As smaller firms flourish, a less sophisticated approach may become more attractive.

The firm, along with the broader asset management industry, is focused on ways to expand its global reach amid mounting pressure for growth.

Still, some products with higher yields also have higher Sharpe ratios. Could that indicate better risk-adjusted performance?