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Advisor Advice: How to Incorporate Closed-End Funds Into Your Client's Portfolio

Advisor Advice: How to Incorporate Closed-End Funds Into Your Client's Portfolio

One of the questions financial advisors ask is how to incorporate closed-end funds into a client's portfolio? How should advisors think about it relative to all the other things a client might own? Retirement Daily's Robert Powell sits down with Jeffrey Levine, CEO and Founder of Blueprint Wealth Alliance for some advice.

In Texas, Teachers See Savings Eroded by Bad Bets on Exotic Stocks

In Texas, Teachers See Savings Eroded by Bad Bets on Exotic Stocks

A decade ago, amid an economic boom in "emerging markets" like Brazil, Russia, India and China, the Teacher Retirement System of Texas decided to plow nearly 10% of all savings into stocks from the countries. Now, the teachers are reeling from the mistake, with subpar returns and outsize risks that could have been easily avoided had the fund just stuck with large U.S. stocks.

Women Are Not a Market Niche in Financial Advisor Industry

Women Are Not a Market Niche in Financial Advisor Industry

Historically, the financial services industry has not served women particularly well, tending to make female clients feel undervalued and thus engendering little trust in their financial advisors.

Dear Financial Advisor: Why Is My Portfolio Doing So Badly?

Dear Financial Advisor: Why Is My Portfolio Doing So Badly?

It's time to start asking your financial advisor some serious questions on performance.

SEC Fines Aegon $97 Million Over Rookie's `Emotionless' Investing

SEC Fines Aegon $97 Million Over Rookie's `Emotionless' Investing

The giant Dutch insurer put a junior analyst in charge of building a "quantitative-model-based" investing model -- but then marketed the resulting investment products as being overseen by a senior staffer, the SEC alleges.

Goldman Sachs' Sheila Patel: International Investors Still Have Confidence in US

Goldman Sachs' Sheila Patel: International Investors Still Have Confidence in US

The U.S. stock market is back near its late January highs. Despite all of the trade rhetoric and the market's ascent, international investors still have confidence in U.S. markets explains Goldman Sachs' Sheila Patel.

Here's Why There Aren't More Women in Asset and Wealth Management

Here's Why There Aren't More Women in Asset and Wealth Management

It's no secret that there just aren't enough women in asset management or financial advisory services. Janet Cowell, CEO of Girls Who Invest tells us why. Watch!

What Is Accounts Receivables and How Do You Record It?

What Is Accounts Receivables and How Do You Record It?

Accounts receivables are a key part of a company's financial management practices. It's the vehicle businesses use to properly track and leverage payments coming into the company.

This Under the Radar Stock Picker Tells Jim Cramer He Is Bullish on Citigroup

This Under the Radar Stock Picker Tells Jim Cramer He Is Bullish on Citigroup

Citigroup didn't have the best second quarter from the investment banking space, but the stock may be too cheap to ignore.

When Is It 'Worth It' to Work With a Financial Advisor?

When Is It 'Worth It' to Work With a Financial Advisor?

Choosing a financial advisor is tricky. Here is how you can successfully select one and feel confident about it.