Helping Clients Set the Date—For Retirement
It’s all about building a portfolio that has the productive power to fund after-tax lifestyle expenditures over increasing life expectancies.
Matching Clients’ Asset Location With Their Asset Allocation
Taking a holistic approach to your client’s portfolio(s) is the only way to successfully maximize returns, not to mention you'll be adding value.
The Retirement Market’s ‘F’ Word
Advisors who are new to retirement plan services may never have been subject to rules mandating fiduciary responsibilities, but ignorance is no excuse.
Advisors and the Retirement Market: An Overlooked Opportunity
As small and midsize 401(k) plans move more toward open architecture, there’s a subtle opportunity for prepared, fiduciary advisors among participants and sponsors.
Alternatives to Fixed Income Come in Many (Alt) Varieties
Advisors now have options beyond quality and duration to help manage their way through the coming fixed income challenge.
What’s a Fixed Income Investor to Do? Try Alt Asset Classes
For asset allocation portfolios built on the proposition that bonds act as a counterbalance to stock volatility, it’s time to consider some alternatives.
What the Pros Expect From Stocks and Bonds for the Second Half
After six months of thrills and chills, the professionals at Envestnet | PMC share what they’re hearing from equity and fixed-income managers here and abroad.
The Outlook for High-Yield Bonds: High Income or High Risk?
These days, the search for yield has some unique challenges, but what’s the outlook for non-investment grade bonds?
On Portfolio Performance, Remember: Attribution Tells the Story
When conducting a year-end review of a manager’s performance within a client's portfolio, use attribution to help guide the discussion.
Should You Expose Your Clients to Managed Futures?
The 2008 market star has dimmed considerably over the past three years, but understanding how managed futures work should give you insight into when they are a good fit for clients.