July 08, 2017

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Featured News

Will new smart-beta strategies boost target-date funds' performance?

Some money managers are adding smart-beta strategies to win a bigger slice of the TDF pie. But will they stimulate advisers' hunger?

What advisers think of new smart-beta strategies in TDFs

Money managers are warming to smart-beta strategies, but are advisers embracing this new trend?

Editorial Health reform uncertainty hampers ability to counsel clients

Advisers preparing new financial plans are flying blind when it comes to clients' health-care needs.

Fiduciary Corner The fiduciary rule faces an uncertain future

Other states could move in to plug the fiduciary gap if the DOL and SEC devise a watered-down standard.

Ed Slott Planning Roth conversions during tax reform uncertainty

Financial advisers should use the summer to evaluate all 2016 and 2017 Roth conversions for clients.