Nic Millikan CFA, CAIA The simplicity and time-tested effectiveness of the 60% equity/40% fixed-income portfolio allocation mix have been key reasons for its endurance. But times change. With market conditions in the foreseeable future unlikely to produce results that made ...

David Lau One of the most pressing challenges heading into 2022 is one that has confounded advisors for more than a decade: The search for income. With rates tethered well below historical norms, many investors have ventured into riskier alternatives ...

As we move closer to the end of the year and head into the holiday season, now is an ideal time for charitable-minded investors to think not only about which causes and organizations are closest to their hearts but also ...

Stacey Tovrov BlackRock is bringing both its passive and active management expertise to bear in a differentiated approach to target date investing. So far, the results have been promising. The LifePath Dynamic Retirement Fund has produced 4.83% cumulative alpha, net ...

Stephen Scanlon While some Financial Professionals have been slow to embrace annuities, the product deserves a closer look. Retirement strategies have evolved considerably in the past decade, and new iterations of annuities may be uniquely suited to address today’s biggest ...

When we think back to spring 2020, when our lives and business practices were jolted by a slew of new challenges, it’s truly remarkable just how far we’ve all come. For many of us, collaborating with team members and serving ...

Investors may bristle at the mere mention of tracking error—but that’s what helps them keep more of their money while maximizing their after-tax returns. Two words may set off more alarm bells with investors than any others: taxes and tracking error. Investors in separately ...

Social Security plays an important role in overall retirement income. Unfortunately, many clients run the risk of oversimplifying Social Security and may not realize there is a strategy to getting the most out of their benefit. Financial professionals can add ...

For many advisors and their firms, the era of cold-calling and wholesaler-paid prospecting dinners were the good old days of advisor marketing. Truth be told, those techniques weren’t especially productive even in their heyday and would find even less success ...

Darren Tedesco More than ever, broker-dealers rely on their technology infrastructure to power the services their advisors and clients demand, as well as deliver the efficiencies the firm requires. But broker-dealer technology often seems to produce as many challenges as ...