Portfolio

In the world of trust and estate administration, where tax planning typically involves special attention to federal tax law compliance, it’s easy to lose focus on state income taxation issues. And while some states do not tax income related to trusts, states that do tax trust income have a variety of rules and criteria for which trusts are subject to tax.

For the week ended March 13, investors steered a paltry $1.64 billion into bond funds, a whopping 74% drop from the $6.42 billion they poured into the funds a week earlier.

Advisors need to position themselves to help clients navigate the new tax landscape, particularly when it comes to juggling the variety of mutual funds in a client's portfolio.

Insiders’ knowledge of a company’s advertising expenditures is a strong information advantage when it comes to trading.

Clients feel their advisors often recommend products that do not fit their risk profiles.

Institutional investors held around half of total equity exchang-traded fund assets in 2012, according to a new report from Strategic Insight.

Charles Schwab is deepening its dedication to technology with a new agreement with DST Output.

Charles Schwab deepens its dedication to technology with a new agreement with DST Output.

The ongoing collaboration between the division of the SEC that examines fund adviser and broker operations and the division that enforces violations of investment regulations is now “very seamless,’’ according to heads of those units.

Institutional investors held around half of total equity exchang-traded fund assets in 2012, according to a new report from Strategic Insight.