Portfolio

These days, many people declare themselves experts in social media and will try to sell you seminars, training, and coaching services. Should you use them?

How do you expand your practice to more than $4 billion in AUM? For one firm, it's by helping clients align their investments with their value systems

Family business owners are more focused on sustaining their business’s longevity than on sustaining wealth across future generations, according to a new survey.

Treasuries fluctuated before the government sells $32 billion of two-year notes as part of $96 billion of coupon-bearing securities auctions this week.

Some planners have implemented online capabilities to serve an increasingly tech-hungry public. But how much tech is enough – and does too much get in the way of good planning?

What could cause the dollar to fall and inflation to rise? Planners should keep their eyes on three potential triggers.

An SEC advisory committee on Friday recommended that the commission appeal to Congress for authority to collect user fees from advisors to enhance its oversight of the RIA sector and enact rules to tighten regulation of broker-dealers.

A 529 owned by a grandparent doesn’t count as an asset on the standard financial aid form but planning is necessary to avoid an aid reduction when money is withdrawn to pay college bills.

Scott Stringer vowed during his successful campaign for New York comptroller to reduce the $370 million in fees the city’s five pension funds pay money managers and consultants annually. His job, which starts Jan. 1, just got harder.

Blogger, equities analyst and CIO of Ritholtz Wealth Management, Barry Ritholtz responds to the 'counterintuitive claim that portfolio rebalancing doesn’t really work,' in a recent column by Paul Merriman at MarkeWatch.