Investments

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

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.

After making recent waves with retail acquisitions, Nicholas Schorsch's RCS Capital Holdings is adding its first wholesaling broker-dealer to a growing portfolio.

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.

Here's a snapshot of the best ideas to come out of this year's conference.

What’s Really Behind the Proprietary Criteria for Indexes?

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

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.

Good advisors must resist the temptation to chase performance.

Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.

Some clients can qualify for valuable subsidies if they follow plans to hold down household income.

Contrarian investors believe it's better to buy low, but just because a fund has been down doesn't mean that a rise is inevitable.

Economic reality simply hasn't justified the rising rates usually associated with a growing economy, says a Schwab strategist.

Seeking above-market returns is foolhardy because costs are inevitably higher.

A new study reveals an ongoing downward trend in expense ratios for equity mutual funds.

High-quality bond funds are much less risky than some investors believe and are not susceptible to bubbles.

How to Gain Better Access to Advisors

High-quality bond funds are much less risky than some investors believe and are not susceptible to bubbles.