Asset Manager

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.

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.

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.

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

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.

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.

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!

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.

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

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