Portfolio management

The strategy delivers good returns while addressing clients’ fears, if executed properly.

Smaller wealth management platform providers are aggressively pitching themselves as the more nimble options for RIAs.

Let wealth planning, CRM and portfolio rebalancing software do the grunt work.

"If you think you are going to get paid for what technology can do, think again."

Most retirees said they adapted to their situation of having limited retirement income and they have had few regrets, according to a survey.

Stock Protection Funds could mitigate single-stock risk, but are they worth the fees?

In light of the strength of the economy and the banks, does it make sense for advisors and their clients to avoid financials when looking at dividend-paying stocks?

The American Opportunity Tax Credit can save clients $2,500, while they can claim up to $2,000 with the Lifetime Learning Credit.

Non-traditional asset classes include structured credit, reinsurance and alternative lending.

Advisors must show how to consider the total cost of ownership.

A look at an 18-year period shows which is the better approach.

The options include indexes encompassing domestic, global and country-specific stocks.

Some investments are harder to advise on than others — think of rare coins and art — but advisors can distinguish themselves.

Smart beta and other factor investing often leads to more complexity than necessary.

The U.S. Private Equity Access Fund Platform includes 33 offerings and more than 7,000 domestic and international investors.

The performance is different depending on the index provider used.

Asset allocation is the glue that connects and aligns an investor’s goals and strategies.

Doing homework and knowing how to enter and how to exit are essential.

The key is creating a portfolio that clients will stick with through thick and thin.

Have advisors learned nothing from the 2008 crash?