Stocks

The tricky part is educating clients on how to recognize what constitutes underperformance and overperformance.

There's a way to offer sound counsel to clients and also permit them the opportunity to take a profitable flier from time to time.

Funds' past performance is no guarantee of future performance — but if planners don't evaluate the past, how can they best communicate investment decisions to clients? Here's how to balance on that tightrope.

Data reported by the Investment Company Institute.

A bull decade doesn’t necessarily mean a zero-sum next 10 years, planners say.

How sequence of returns affects retirement portfolio survival.

Funds of funds, pensions, consultants, family offices and endowments have pulled $16.4 billion from generalist long-short equity funds this year.

The annual “evolution revolution” report and an analyst’s overview show how fiduciary advice is reshaping wealth management.

Some accuse index funds of promoting monopolies and distorting markets, among other horrors, but nothing has stemmed the wave of inflows to passive.