Portfolio management

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.

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.