Blame smaller-than-expected benefits on higher Medicare premiums.
Advisers agree that not all apocalypses are created equal.
The $2 trillion firm sees recession risks rising and tax-cuts boost as short-lived.
Analysts predict increases for dividend funds and ETFs.
Share repurchases could surge to $875 billion as U.S. companies repatriate cash held overseas.
BlackRock and Schwab saw big inflows, and more growth throughout the industry is expected in 2018.
Advisers considering independence have new, high-tech options
Well-known funds were tops in their categories, but unloved on Wall Street.
Pay attention to new rules for the "individual mandate" requirement and the medical expense deduction floor.
Advisers worry that, as the bull market gets long in the tooth, passive funds may falter.
Less risky, balanced portfolios will underperform market indexes, even though they are in clients' best interests.
The backlog for appealing an adverse decision before an administrative law judge averages 605 days.
State would require products best suited for clients to be sold over those most profitable to sellers.
Nontraded REIT sales finishing 2017 near a low, though one variety generating new life.
Several crushed the S&P 500, but still saw investors yank billions from their funds.
Tech stocks work wonders for some religious mutual funds
New platforms provide a curated menu of products like private equity, private credit, venture capital, real estate and hedge funds.
Consider all attributes of a bond and choose a trading platform that is aligned with your clients' best interests.
A re-enrollment is a large undertaking, but advisers can easily determine if one is warranted.
This year looks good — but not great — for stocks and bonds, barring a spontaneous collapse in prices.
