Portfolio management

Though largely replaced by the 1% of AUM model, performance-based fee structures are cropping up again — and that’s cause for concern.

Booms and busts both have the potential to create unrealistic outlooks on both ends of the performance spectrum.

The next recession is more likely to have a regional impact than a nationwide one.

The digital advice firm acknowledges RIAs using its institutional platform "needed more control."

Issuers and investors stand to benefit from the provision, which makes it easier for managers to select securities for their funds, but not without risk.

The e-commerce giant is muscling its way into a number of services that banks have long dominated.

Portfolios will be selected based on machine learning and natural-language processing.

Some investors are demanding action on gun manufacturer and retailer stocks. Can financial advisors deliver?

While outpacing the S&P 500, the price tag is higher — the average expense ratio is more than 1%.

Borrowers can still use the allowance as long as it’s for home improvements.

Scroll through to learn about five core changes impacting retirees.

Clients invested in bond funds may soon be in for a rude awakening. Here’s how advisors can explain the risk.

Quality is a nebulous assessment and can change over the years — remember Sears? — but appears to portend outperformance using most companies’ measures.

“They aren’t investing like they should and they have really tepid projections for future stock market returns,” advisor Austin Colby says.

Engagement with companies beyond the firearms industry is a better solution, Calvert Research says.

The normal mantra these days for Social Security strategy is to delay as long as possible. But some clients would be better off filing early, including those who have high debt or those who do not expect to live on their retirement benefits.

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.