Some advisors are looking at GICs, short-term bonds, alternatives and mortgage products for clients
Alternatives, covered calls and broad diversification can all boost returns as bonds and stocks become more correlated
Fund houses must respond to rise of retail investors, redefined returns
Regulatory settlement includes prohibitions and monetary sanctions
How to prepare for the biggest potential risks to your client’s portfolios
Clients with windfalls need to diversify and mitigate risk
Including a large cash buffer can keep portfolios nimble
Portfolio managers share their picks
A portfolio manager must have the discipline to stick to a process over time, especially during a crisis or a bear market
Columnist Mary Hagerman shares one of her top holdings and explains how she’s used it to donate to charity