Portfolio

What’s Really Behind the Proprietary Criteria for Indexes?

In seeking the helping hand of clients in finding new business, avoid being systematic or aggressive. Instead, make gentle, routine requests for help.

Tax costs are too high, and clients need to take advantage of losses when they are available.

Women are rising in influence in the asset management space, but are still underrepresented.

UBS and Morgan Stanley shook up their executive ranks, while Morgan lost several advisors managing more than $700 million in assets to Wells Fargo, Raymond James and independent firm Steward Partners. Click through our slideshow to read about the latest moves, recruitments and promotions.

Tax costs are too high, and clients need to take advantage of losses when they are available.

Planners gathered in Salt Lake City last week for NAPFA's annual spring conference, hearing the latest thinking on behavioral finance, student debt, practice management and more. Here are a few of the smartest things that Financial Planning's staff and contributors heard at the conference.

As clients live longer, they're looking to advisors for ways to boost retirement income. Here are three strategies to consider.

Good advisors must resist the temptation to chase performance.

Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.