Portfolio

In his article, “Reevaluating Banks’ Investment Programs,” John Brunett, Chief Trust and Investment Officer at Los Alamos National Bank, proposes seven ideas to help assist bank managers, investment program directors, and bank investment consultants to improve and streamline their programs to achieve a higher bottom line.

The tax-focused independent broker-dealer has added two new executives to its management ranks.

Investors chase performance because it feels good, but pain is a good sign we are helping our clients invest well.

Owned, Paid or Earned: The New Language of Marketing

U.S. Default Poses Low Risk to Money-Market Funds, Fitch Says

Fidelity Billionaire Johnson Taps ETFs as Profits for Funds Fade

In the latest deal for Focus Financial Firm, Boston-based RIA expands footprint, sees more acquisitions ahead.

TIAA-CREF: Heritage Helping With DCIO Efforts

Managed Futures Cost Investors Profits as Fees Wipe Away Gains

Here are some of the smartest things heard -- and tweeted -- from Tuesday's conference hosted by financial advisors and bloggers Barry Ritholtz and Josh Brown in New York City.