Is it possible to have someone advise me on only part of my portfolio and does that make sense? -Marda It really depends on both what you’re trying to achieve and what your financial advisor is ...

Michael Featherman, CFA, is head of advisor sales and wealth consulting at Envestnet|PMC, Envestnet’s portfolio consulting group (“the advisor to the advisor”). In this role, Featherman is responsible ...

Model portfolios, which provide financial advisors with a prebuilt framework for investment portfolio design, are surging in popularity. Assets following model portfolios grew to $349 billion as of ...

A diversified portfolio can help you manage risk and achieve long-term financial goals by spreading investments across different asset classes. Your diversification strategy will depend on your ...

A Financial Planning survey found that advisors believe AI will continue to transform wealth management. But experts say ...

Every retirement plan is based on a combination of goals, risks and personal budget. You want to build a portfolio for security, so you never need to worry about money again, while also generating the ...

Achieving your advisory firm’s growth goals is directly tied to your ability to attract and retain clients. Ultimately, the long-term success of your firm depends on your ability to align with your ...

Building a truly efficient portfolio involves a lot more than a plotted dot on a risk-return graph, said David Blanchett, a managing director and head of retirement research at PGIM DC Solutions.

While many people are interested in investing, having so many options to choose from can be overwhelming. So even though 90% of Americans say they want to build wealth, nearly half don’t know where to ...

Some financial advisors might charge a hefty fee, treat you to lunch, and ask for referrals while still managing your ...

Portfolio management is the process of selecting and overseeing investments that match a client's long‑term goals and risk tolerance. As an advisor, your daily tasks often include designing and ...

Show Clients the Value of Professional Advice With... Show Clients the Value of Professional Advice With Sustainability Conversations Sustainable Investing Isn’t a One-Size-Fits-All Solution Six ...