Portfolio management

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.

Parents feel an uncontrollable urge to help their kids, no matter the cost to themselves. Here’s how advisors can help.

Technology advancements aside, navigating the new regulatory requirements still takes work.

Since the bottom of the housing market in 2012, home prices have increased 75% but wages have only increased 13%.

Issuers want the regulator to go further and make it easier for managers to choose the securities they add or subtract when they issue and redeem shares.

This group racked up strong returns over a 24-year span of above-median inflation.

The No. 1 IBD launched an investment offering aimed at the distributed ledger technology its research unit says could disrupt nearly every industry.

Many U.S. expats don’t feel they should have to pay U.S. taxes while living abroad — but do they know where it’s not required?

Targeting lower durations is possible with these securities amid rising rates.

An exit from the European Union doesn't necessarily require immediately pulling out from the U.K. bond market.

Morningstar has launched a variety of tools aimed at helping planners and their clients adjust to what the CEO refers to as “the new normal.”

Amid rising rates, these vehicles can be helpful — but advisors need to stay vigilant.

The traditional approach of buying credit to balance equity risk may no longer be of any use.

There are 148 ETFs focused on dividends. We looked at the eight cheapest, and then whittled even further.

Since 2008, advisors are looking beyond the percentage of equities or bonds in a client’s portfolio.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.