Portfolio

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.

The on-again, off-again nature of the federal tax provisions traditionally known as tax extenders is leading to uncertainty and unnecessary complexity, according to tax policy experts at the American Institute of CPAs.

To solve problems and get fresh ideas, two minds -- or 5 to 6 for that matter -- are better than one. Here are a some study group best practices for advisors.

Senior financial services executives said the industry needed to move more quickly to promote diversity and inclusion throughout the organization.

Janet Yellen’s nomination to be chairman of the Federal Reserve won support from the Senate Banking Committee today in a 14-8 vote, moving her bid to be the Fed’s first female head to the Senate for confirmation.

Keith Morris, managing director of Conshohocken, Pa.-based Morris Capital Management Group,has left Wells Fargo to affiliate with Raymond James Financial Services.

Marital divorce is by definition an adversarial process, but from a financial standpoint it works out better for both parties if it’s also a cooperative one.

Here’s a sampling of bank reps who were recently promoted or moved to new organizations to assume roles of greater responsibility.

The Financial Services Institute, a trade group representing independent broker-dealers and advisors, has elected two new IBD execs to its 2014 board.

These advisors ranked 51 through 100 in our final analysis.Today we are showing Nos. 76 through 100. Check back tomorrow for Nos. 51 through 75. And next week, we’ll have 1-50.