Managers of collective investment trusts are broadening the type of products used within these vehicles, which are becoming more complex, said Robert Muse, senior vice president of SEI Trust Company, during a webinar Wednesday...

Greg Valliere, chief global strategist at Horizon Investments, talks to advisors on Monday about the policy outlook over the next year. Don’t expect Congress to push through any tax increases over the next four years, political analyst Gr...

He's handing out financial, not fashion, advice. | Copyright Robin Marchant, Getty Images Things are going quite well for New England Patriots tight end Rob Gronkowski these days. On the field, he is on pace for career highs in virtually e...

For advisors, having conversations with clients around wealth planning and family engagement is more than a way to retain them long-term; it can be a good growth strategy. ...

Love live the Republic. Like democracy, index funds are the worst system investors have, except for all the others. That’s the conclusion reached by Canadian investment advisor Dan Bortolotti, writing on his blog Canadian Couch Potato. He...

Bubble beware. | Copyright Cate Gillon, Getty Images Housing markets in most cities are overvalued, according to UBS Wealth Management’s Global Real Estate Bubble Index that launched Thursday. The firm, which looked at 15 cities globally...

Millennials believe. | Copyright Matthew Busch, Getty Images Stock markets like certainty. That's why the markets tend to get a boost after presidential elections, regardless of who wins. But young Americans are strikingly more bullish on ...

Boo! | Jen Bray Photography/iStock/Thinkstock Spooky, spooky advisors. According to a new online survey conducted by Harris Poll on behalf of independent financial advisory firm McAdam, nearly three-quarters (71 percent) of Americans say t...

The U.S. House of Representatives passed legislation aimed at delaying the Department of Labor’s fiduciary rulemaking on Tuesday night...

Know your clients. | Copyright Chip Somodevilla, Getty Images You might think federal employees have similar needs to your so-called civilian clients. And perhaps you’re already providing these clients with the same portfolio construction ...