Stocks

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?

Seniors living overseas are advised to enroll before moving back to the U.S.

The Czech Republic, Portugal, Slovenia, and Canada are among the top 10 most peaceful places for seniors to settle down.

FNG is one of a growing number of actively managed ETFs that have the freedom to tune their exposure whenever they want.

Clients who want to save for their children’s education may be better off using a 529 plan than a Roth IRA.

The decision marks a shift for firm, which has largely ridden its equity-fund offerings.

Advisors have a dizzying number of ways to answer. Over a five-year period. Over 30 years. Compared to a certain sample portfolio. Which should you choose?

The last time SPY saw inflows of this magnitude U.S. stocks were on the cusp of a bear market in late 2018.

Clients who owe the IRS should pay their taxes by April 15 even if they have already secured an extension.