Risk

Policy owners who take out loans may need a rescue — but not all life preservers are created equal.

Given how dysfunctional many families are during a crisis, a lack of coordination of agents can sow even more financial confusion, and even conflict.

Hint: The sharp move higher in bond yields has not spooked stock market investors.

Expect the bonds versus stocks pendulum to swing anew.

High-net-worth clients can be baffled by a number of trust vehicles that minimize the tax liability on IRAs. Here’s how advisers can guide them.

Markets registered moves that are supposed to be incredibly rare.

Why one asset manager says the high alpha of an equity long/short hedge fund may outweigh the cost benefits of similarly structured mutual funds.

Flawed questionnaires, conflicting interests, unclear regulatory stances — it’s a mess, but it can only get better.

Use upside and downside capture ratios to analyze potential investment products, as well as help those who are nervous feel calmer about their portfolio.

These trends are expected to be at the top of RIA agendas next year, says Fidelity's David Canter.

The freedom to choose a more conservative retirement model is predicated on using a lower withdrawal rate.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

Beyond risk questionnaires: How clients’ life stages should play a role in portfolio decisions.

The fiduciary rule, combined with technological advances, will create pressure to compress fees to a degree that could threaten advisers’ lifestyles.

5 steps for advisers to take in the next six months to ensure post-DOL success.

Your clients’ generous intentions can actually work against them. How to help navigate a thorny but navigable issue.

Advisers must be creative and persistent in figuring out risk tolerance levels.

Many Americans stop working before age 70 for health reasons. In one study, nearly 80% of workers who stop working before age 65 do so for their own health or to care for a family member.