Portfolio management

Whether measuring performance against the market or a client’s own goals, the industry needs accountability.

This retirement investing strategy can be a hard one to implement, but it makes academic sense.

One manager’s new group of funds will launch in collaboration with leading nonprofits.

These funds emerged as investors sought yield amid an otherwise low-interest rate environment. As rates normalize, does this approach still have a purpose?

If history is a guide, your clients can stop freaking out about having enough money during their post-work life.

Children are immature with money, so one advisor factors that into his approach by doling out the wealth in phases.

We give advice based on the intel we have, but not all clients are as up front as we are.

Model marketplaces carry major potential for the industry, and experts from BlackRock and Envestnet say they’ve only just begun to make their full impact.

Total assets of the fund have increased almost 20 times since December.

The firm allegedly hired and promoted fewer women than men and paid them less than their male counterparts.

The average retiree may need to save far less than you are currently projecting.

Advisors want to help clients discover their "sleep well at night factor" when it comes to cash reserves, one planner says.

The firm’s new iShares fund comes amid massive outflows from the sector in recent periods.

These emotional topics tend to be bad for investment returns, Barry Ritholtz says.

Treasury yields have fallen in response to tariffs imposed by the Trump administration, making defensive sector holdings more attractive.

Returns over the past decade have been stellar, but capital preservation is a concern.

At least $20 trillion of new financial wealth will be created over the next five years.

The side effect of index reconstitution is well documented.

In light of recent losses, risk models will tell managers to cut their exposure to the factor, which could cause a systematic sell-off.