Portfolio management

It's important to categorize necessary and discretionary expenses, but advisors need to know how clients are defining them.

The independent broker-dealer differentiates itself from competitors by offering an active portfolio and by giving access to advisors rather than clients.

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

The firm has shed fund holdings in defensive sectors such as health care and consumer staples.

The deal underscores an industry trend combining planning with portfolio management.

The new digital products are a significant opportunity for the bank, experts say.

For clients’ portfolios that need international diversity, these funds focus on the region.

The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.

A team of Bank of America specialists help the superrich diversify with farms, ranches and other alternative investments.

The “materiality of risks with not considering" the strategy is the primary consideration for its implementation, a UBS survey finds.

The losers “offer exposure to extremely narrow and volatile segments of the market,” an expert says.

The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.

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.