Portfolio allocation software has become a key tool for RIAs and advisors aiming to deliver smarter, more tailored investment strategies. As client expectations and regulatory demands grow, having the ...

A reader says, "Sir, several times you have emphasized the need to gradually decrease equity allocation step-wise, well before the retirement date. I have ...

The following is an excerpt from Christine Benz’s recent webcast, Tune Up Your Portfolio in Uncertain Times. Watch the full webcast. Christine Benz: Moving over to talk about asset allocation. This is ...

Research Affiliates, a leading designer of financial indexes, is celebrating the 10 th anniversary of its capital market expectations website, Asset Allocation Interactive, with a candid examination ...

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Financial planning isn't magic, but it is an art as much as it is a science. Different planning practices deal with different kinds of investment vehicles. But regardless of the vehicle, financial ...

When it comes to tracking an investment portfolio, most investors are missing out. They track their portfolio’s value. They may also track returns. But there are at least three other metrics that ...

Only half of mutual funds provide investors and advisers the tools they need to help them with asset allocation, according to Corporate Insight. Only half of mutual funds provide investors and ...

It was easy to be “smart” in the past decade. It will be easy to be “stupid” in this current decade. Smart investors make smart asset allocation decisions. 78 million Baby Boomers need to get smart ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Courtney Reilly-Larke is the deputy editor of Forbes Advisor Canada. Previously, she was the associate ...

Tactical asset allocation funds typically shift between asset classes in an attempt to benefit from shorter-term changes in market trends. The appeal behind these strategies is obvious: Every once in ...