Stocks

Over longer periods of time, the data makes a compelling partisan distinction.

Stock plunges can hurt more than some clients may know, due to their asymmetrical relationship with gains.

The custodian has made three big announcements. The connection between the three may not be obvious, but together, they indicate what I think could be a brilliant strategy.

Investors who plan to retire early are advised to start saving as soon as possible and diversify their earnings with multiple sources of income.

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.

“As we’ve gone through various crises, we’ve still told clients to stay invested and not get out of U.S. equities, it’s too early,” said Sharmin Mossavar-Rahmani, CIO for Goldman’s Private Wealth Management.

Investment banks are increasingly studying the relative positioning of funds that compete with each other to beat benchmarks.

The firm added an experienced advisor from Wells Fargo after recruiting 72 other tenured reps in the second quarter.

Do stock market swings mean new opportunities for financial planners?