Portfolio

An active tax indexing strategy enables clients with big holdings in their employers' stock to maintain the portfolio's risk positioning and reduce the tax pain.

When converting a regular IRA into a Roth IRA, it may be wise to use risky assets and be ready to undo the conversion if the assets move in the wrong direction.

Elliot Weissbluth tells HighTower conference attendees that he anticipates headwinds for firms that provide both products and advice and sees no future for small, unsophisticated advisors.

Putterman says his new consulting firm, 1812 Park, is aimed at developing long-term strategies for wealth management companies.

Leuthold Global ranges broadly, hoping to find themes that are in favor no matter what the markets throw its way.

A former Merrill Lynch advisor team has left the wirehouse to form Quadrant Private Wealth, a new partner firm of Focus Financial Partners, according to a spokesperson.

It's hard -- really hard -- to pick investments that outperform over time, Fama, the 2013 Nobel prize winner in economics, told advisors.

Two issues that advisors have been closely watching are near the top of the commission’s list; namely, efforts to expand oversight of RIAs and enacting stabilizing reforms for money market funds.

Narrow investment strategies and narrow fund categories tend to result in worse results for investors.

If you have clients with diminishing mental faculties, you need to know how to protect yourself.