Portfolio management

The net outflows are staggering, but recent studies show the relationship is far more nuanced.

These loans can be a good option in some cases, but they're not a cheap way to borrow money so senior citizens with good credit may have cheaper alternatives.

One way to avoid the additional burden is to take advantage of tax-deferred retirement accounts.

The firm’s decision to launch a series of no-fee mutual funds had a simple rationale

Microsoft and Amazon.com are the fund’s top-two holdings.

Clients only get to reap the rewards of returns after investment expenses are paid.

With the increased popularity of open architecture systems, fewer RIAs are operating their practices solely based on proprietary tech from a custodian.

To experience higher potential gains, clients need to be willing to tolerate losses at least occasionally. Striking the right balance between risk and reward is the tricky part.

Many investors remember that the S&P 500 lost 39% in 2008, but few recall that the 10-year government bond gained 21% that year.

Portfolio managers say taxable alternatives have appeared cheaper lately when compared to the short end of the tax-exempt yield curve.

Clients still scarred from the losses are better prepared for the next market nosedive, advisors say.

Morningstar metrics can help advisors evaluate how vulnerable a company is in the transition away from a fossil-fuel intensive economy.

Thanks to the latest tax laws, real estate investment trusts are more attractive for taxable accounts than in past years.

While diversification is important, more isn’t always merrier with these funds.

There are five niches that will be its future.

Home buying “usually doesn’t go as smooth as you read in the books,” says one advisor.

Caretakers for those with developmental challenges can feel lost when it comes to their financial options.

The firm says it's likely to benefit from the strategy by luring new clients and earning fees on securities lending.

Both are structured to last a long time — sometimes forever. But beware of one-size-fits-all approaches.

The fund’s portfolio management team began dumping exposure to the social media giant in light of the Cambridge Analytica scandal.