Portfolio management

Monte Carlo simulations can only do so much.

Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many people will get even less. The question is: how much less?

Unhappy with M&A offers, CJM chooses to stay independent.

Let’s face it, portfolio management will never be free.

Here's a look at the housing markets where supply is shrinking the most.

Traditional wisdom says that bonds and stocks complement each other, but this is not always the case, especially when a reduction in valuations occurs.

Global banks including UBS and Barclays have been expanding teams that serve some of their richest clients.

Investing in certain uptrends may pay off for clients.

The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.

Advisor "reaped substantial profits" from 65 clients by using block accounts, the regulator says.

Pairing a variety of Vanguard bond funds with an S&P 500 fund may help you rethink how to craft the classic 60% equity, 40% bond portfolio.

YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.

The offerings saw decent demand, given the market is facing a deluge of sales following the recent U.S. debt ceiling suspension.

The stock market only had a taste of the potential damage — with the biggest test yet to come.

The SPDR fund's newfound appeal may be linked to its dividend yield, which has jumped to its highest level since 2008.

Advisors should consider how they are preparing for a rising rate environment.

Concerns came into focus when a $1.9 billion exchange traded note lost 90% of its value in a single day.

After stellar performance in a hectic decade, advisors home in on these funds.

A couple in their 60s had vastly different plans for retirement: One spouse envisioned Florida, the other Chicago.

Getting clients to understand how volatility is an essential part of investing isn’t easy, but is even harder when stocks had been in the midst of an uninterrupted bull run.