Portfolio

SEC Chairman Mary Jo White said the agency will review corporate disclosure rules to root out requirements that may be causing “information overload” for investors.

The work that earned Eugene Fama the Nobel Prize in economics provided the intellectual foundation for index-tracking funds, which have upended stock picking as investors abandon active money managers.

Advisors at NAPFA describe how they’re working remotely with a majority of their clients. “More and more clients will expect this kind of service,” they say.

With markets moving swiftly, advisors sometimes rebalance more than once a year.

Here’s how to build a diversified portfolio with just a few low-cost funds. It’s the ultimate conclusion from Modern Portfolio Theory.

The company's first product is an iPhone app that aims to take the hassle out of budgeting for young people.

Because excess capital losses can be carried forward to future tax returns, with no expiration date, clients can use this “bank” of losses to offset future net capital gains.

High income can only come with high risk, a lesson investors learned painfully in 2008. Here’s a better way to think about fixed income.

The seven winners of this year's Financial Planning 2013 Influencer Awards have earned their accolades with impressive individual accomplishments and a commitment to bettering the financial advice industry. Some of the following may be familiar names; others are, as they say, "famous to a few." Click through to see this year's winners.

The board voted Thursday to adopt two attestation standards pertaining to audits of brokers and dealers, along with an auditing standard for broker-dealer audits.