Portfolio

Using mostly passive strategies results in lower fees and better performance, but there are cases where active management can add value.

The crisis represents a call for advisors to offer the one thing most individual investors can't provide for themselves: an objective, experienced and unemotional perspective, unclouded by fear and based instead upon short- and long-term goals.

Almost half (46%) of advisors believe their clients donate to charity to reduce their taxes, when in fact only 10% do.

Bill Gross, who has been telling investors to favor short-term Treasuries, is following through on his own advice as longer-maturity bonds suffer their biggest losses in four years.

But congressional politics are likely to put changes on hold for now, expert tells NAPFA conference.

Clients turned the tables on advisors Wednesday afternoon -- giving advice to the attendees at NAPFA’s fall conference in Philadelphia, rather than receiving it.

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