Portfolio

Advisor rating site BrightScope's first list of the country's "most social" advisors is met with some head-shaking by planners.

Setting up small speculative accounts for adventurous clients may help to keep them on a prudent path with the rest of their 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.

Setting up small speculative accounts for adventurous clients may help to keep them on a prudent path with the rest of their 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.