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The Assets: Portfolio management


  • December 8, 2016
    Advisors, Investors Align on Strategy and Engagement
    But survey also finds relationship-focused FAs typically manage fewer assets for less-affluent clients.
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  • December 7, 2016
    New Benchmarking Service Reveals Robo Leaders and Laggards
    Free research series tracks portfolios of Betterment, Schwab, Vanguard and others.
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  • December 7, 2016
    Wells Fargo Advisors Fined Over Client Reports
    Firm and its independent FiNet unit will pay $1 million sanction.
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  • December 6, 2016
    What's the Focus For End-Of-Year Client Talks?

    In end-of-year discussions with your clients, what will you be emphasizing?

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  • November 30, 2016
    Advisors Split on Bond Expectations in Trump’s America
    The post-election bonds selloff might be slowing, but will there be a longer-term aftershock in 2017?
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  • November 29, 2016
    What Will the Investment Outlook be Under President Trump?

    Trump is simultaneously seemingly pro-business and looking out for the little guy. While those two things are not necessarily mutually exclusive, how they will play out in policy is yet to be seen. So what will the economic environment and prospects for investing be like under President Trump?

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  • November 23, 2016
    Russell Rep: FAs Are Really Worth 3.75% in Fees
    Russell Investments rep says steering clients away from bad habits alone is worth at least 2%.
    Last Comment: December 12, 2016
    1 Comment
  • November 23, 2016
    Ex-Merrill Team Finds “Freedom” in HighTower Alliance
    Advisors align with HighTower to gain access to new technologies and services.
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  • November 22, 2016
    Why Modern Portfolio Theory Fails Retail Investors
    Goals-based investing can be made more efficient by dropping the theory, one CFA writes.
    Last Comment: November 22, 2016
    1 Comment
  • November 22, 2016
    What Will You Tell Clients About Bonds in Trump's America?

    Anticipation of greater government infrastructure spending, creeping inflation and rising rates are signaling to many investors that the 30-plus-year bull market for bonds is about done. In conversations with clients, do you plan to:

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