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An active tax indexing strategy enables clients with big holdings in their employers' stock to maintain the portfolio's risk positioning and reduce the tax pain.

When converting a regular IRA into a Roth IRA, it may be wise to use risky assets and be ready to undo the conversion if the assets move in the wrong direction.

Asset managers trying to forestall stricter U.S. oversight appear to have found an ally in the chairman of the Securities and Exchange Commission

New Exchange-Traded Product launches are off to a strong start in 2014. As the industry matures, it has become increasingly difficult to launch an ETP that can build assets quickly. Before launching a product, providers need to understand that the factors that drive short-term asset gathering success are not necessarily the same as those that drive long-term success.

Narrow investment strategies and narrow fund categories tend to result in worse results for investors.

U.S. Crude Market Driving Investors Away From ETPs

Michael Hasenstab, who manages the $70.1 billion Templeton Global Bond Fund at Franklin Resources Inc., said he is “more excited” about the prospects for Ukraine than he was a year ago.

Narrow investment strategies and narrow fund categories tend to result in worse results for investors.

Holding down clients' investment income can reduce exposure to the 3.8% surtax imposed on high-income taxpayers.

Legg Mason Inc. is firing 62 Batterymarch Financial Management employees as it combines the affiliate with QS Investors, the global quantitative equity firm it’s purchasing this year.

Holding down clients' investment income can reduce exposure to the 3.8% surtax imposed on high-income taxpayers.

It is more important to rebalance in order to maintain a consistent asset allocation than it is to choose the right allocation in the first place.

Bill Gross says Pacific Investment Management Co. will smoke its competitors by year-end. Tobacco bonds from Ohio to California may help ignite returns at his flagship fund.

It is more important to rebalance in order to maintain a consistent asset allocation than it is to choose the right allocation in the first place.

Tax costs are too high, and clients need to take advantage of losses when they are available.

Editor's View: Passing It Forward

Women are rising in influence in the asset management space, but are still underrepresented.

Tax costs are too high, and clients need to take advantage of losses when they are available.

Top Women in Asset Management Awards

Good advisors must resist the temptation to chase performance.