Risk

Everyone knows the mantra buy low, sell high, but they do the exact opposite because they don’t know their own risk tolerance.

Advisers will have new apps to choose from and more risks to manage. But their ability to put the client first will determine success.

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.