Portfolio management

It’s crucial to know how much of a drawdown an investor can tolerate before panic sets in.

Misinterpreting the Fed’s announcements continuously trips up advisors. Here’s what I tell clients who want me to predict the future.

The deal to add ready-made packages of funds to the firm’s asset management arm is expected to close in the first half of the year.

Evidence-based portfolios have been a bust over the last decade, and they may become a tough sell for the average investor.

Heavily weighting any single stock has the potential to make a portfolio more volatile.

Eleven of the 14 dividend-focused ETFs in existence 10 years ago beat a plain vanilla index fund.

The portfolio management provider is the latest advisor tech company to mark down offerings in a bid to win long-term and lucrative RIA contracts.

The government needs to improve cost-of-living adjustments to ensure that retirees can cope with inflation, says an expert.

Industry veterans and newcomers provide insight on the year’s leading challenges in regulations, technology and operations.

The move comes as competitors cut prices to entice RIAs to leave the platform.

The move is a bid to gain more say over what advisors recommend to clients.

The real question is, how long are you willing to stay with a trade if you're sure you're right.

The firm expects to add $10 million in revenue once the deal closes later this year.

A portfolio that minimizes the frequency and magnitude of losses, while maintaining an equity-like overall return, may be worth emulating.

Although earnings in a deferred annuity will not be included in an investor's adjusted gross income, future withdrawals from the annuity could trigger a bigger tax bill.

Few dividend-oriented funds use this important metric to find stocks.

It would raise enough new revenue to more than restore long-term balance of the program.

The purchase is part of a plan to add younger clients and tech startups to its stock-plan administration business.