Portfolio management

Planners share their favorite out-of-left-field appeals for advice.

It’s often hard to know just what is driving investor decisions.

Vanguard's founder had bold ideas that reshaped investing. He changed my life — twice.

Brexit, worries about trade wars and rising interest rates have prompted a selloff in developed country stocks.

Money managers would be better off selling holdings at random, a study suggests.

Muni bonds are giving younger investors the opportunity to put their money to work in ways that they value.

This analysis may help calm jittery clients when their portfolios take a sharp downturn.

Clients are advised to diversify their tax positioning when investing for retirement, one expert says. This can be done by contributing to three buckets: taxable, IRA (pretax) and Roth (posttax).

In this circus of an industry, what chance does an average investor have of finding somebody who will actually work on his or her behalf?

Clients can often retire smoothly even during a downturn if they diversify and rebalance their portfolios properly, as well as pay off debts and maximize their Social Security benefits.

The leading independent robos are offering new investment options to attract new assets.

Some of the largest and fastest-growing economies in the world are still considered emerging markets.

The program could connect 4.9 million brokerage accounts to firms selected for the advisor network.

These tools could save months of time — are they worth the investment?

The more efficient firms can be in their marketing and sales activities, the more effective they will be.

The firm expects the rebranding will provide more leeway to bet against stocks and bonds, which may help it navigate volatile markets.

The top advisor this year, James Hare from Pinnacle Bank and Raymond James, views himself as the Warren Buffett of Nashville.

AdvisoryWorld will operate as an independent subsidiary under the No. 1 IBD while adding new offerings for its 30,000 advisor and institutional clients.

Once deeply wary of digital tools, planners may be turning a corner.

In the past, if someone didn’t understand you, they’d think you were smart. Now, they’re likely to just find someone else.