Updated Wednesday, May 27, 2015 as of 7:54 PM ET
Kitces: Are You Running Afoul of Wash Sales?
Mutual funds and ETFs with overlapping holdings cloud the waters for rules aimed at tax-loss harvesting in individual securities. Be sure you're not putting clients at risk.
More in Mutual Funds
A review of year-to-date trading activity of U.S. diversified equity mutual funds spots trends that advisors and clients can use to identify the biggest sector movements. more »
Virginie Maisonneuve, chief investment officer for global equities at Pacific Investment Management, will be leaving after helping shutter three active stock strategies at the firm. more »
Values-based investing has gained traction in the fund industry. One fund provider brings a faith-based layer to that approach, and has found market and success doing so. more »
The SEC and other regulators are seeking information about the bank's use of proprietary products in its wealth management business, the company disclosed in a regulatory filing. more »
An alternate to the Sharpe ratio could help advisors calculate how much pain investors must endure for each unit of gain. Here's how to run the numbers. more »
For clients who want retirement income with minimal equity risk, advisors should recognize the 'mortality credit' advantage that the pooled funds in an immediate annuity can offer. more »
After years of low interest rates and rising stock markets, once-conservative strategies might actually be putting investors in risky situations. Here's where some income investors are going wrong. more »
There are a number of steps traditional mutual funds and ETF providers can perform to take advantage of a surge in automated investing. more »
Because the various fund sponsors report data inconsistently and often with delays, it's hard to get a clean comparison between rival offerings. more »
BlackRock agreed to pay $12 million to settle U.S. regulatory claims that it failed to disclose a conflict of interest of a top portfolio manager. more »
The more portfolio managers invest in their own funds the better, according to a recent Morningstar study. more »
The world's largest bond fund has cut back on U.S. securities as yields are expected to rise this year. more »
Clients who turned 70 1/2 last year need to take their first required minimum distribution by April 1 or face a tax of 50%; Plus, reducing fees is the best way to boost investment returns. more »
Advisors on the Move: Wells Fargo Nabs $650M Team
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