Portfolio management

Some clients may demand more evidence of actual outcomes.

Smaller and midsized firms typically have fewer resources, limiting the time available to complete annual examinations of their policies and procedures.

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

If one day’s immersion in world news teaches us anything, it is that risk is not just a game.

A proliferation of ETFs raises the stakes of distinguishing between passive and active. It's smart to be a little skeptical.

Positioning clients to weather market volatility and potential correction has become a top concern.

With so many choices available, it can be tough to cut through the noise. Here's how.

Some experts say the advantages are oversold.

The mostly white and male financial services industry has been glacially slow to adapt to a country — and client base — that is becoming increasingly non-white and female.

Clients — even some advisors — overreact to market losses. Are they on to something?

Bond funds go mano a mano in the last installment of this 3-part series on maximizing total-market index funds.

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?